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 5-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 | $21,076 | $163,101-87.1% | $136,749-84.6% | $142,382-85.2% |
| Participation rate | 25.0% | 78.2%-53.2pp | 72.1%-47.1pp | 80.1%-55.1pp |
| Annual return | 13.63% | 27.54%-13.9pp | 24.33%-10.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $790 | $4,117-80.8% | $3,400-76.8% | $4,299-81.6% |
| Participant deferral / active EE | $3,521 | $5,585-37.0% | $4,692-25.0% | $6,507-45.9% |
| Admin fee / account holder | $3,695 | $14,318-74.2% | $11,386-67.5% | $12,624-70.7% |