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 3-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 | $43,978 | $183,519-76.0% | $155,509-71.7% | $145,922-69.9% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 15.62% | 61.17%-45.5pp | 64.67%-49.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,153 | $5,313-78.3% | $4,672-75.3% | $4,660-75.3% |
| Participant deferral / active EE | $3,124 | $6,462-51.7% | $5,626-44.5% | $6,688-53.3% |
| Admin fee / account holder | $549 | $19,313-97.2% | $15,912-96.6% | $13,397-95.9% |