See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,729 | $51,638-52.1% | $68,368-63.8% | $82,448-70.0% |
| Participation rate | 41.4% | 63.6%-22.2pp | 73.8%-32.4pp | 68.1%-26.7pp |
| Annual return | 15.42% | 37.53%-22.1pp | 292.57%-277.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,321 | $2,047-35.4% | $2,649-50.1% | $2,551-48.2% |
| Participant deferral / active EE | $2,078 | $2,914-28.7% | $4,123-49.6% | $4,139-49.8% |
| Admin fee / account holder | $3,123 | $4,643-32.7% | $5,150-39.3% | $7,234-56.8% |