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 7-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 | $23,079 | $65,365-64.7% | $92,893-75.2% | $72,985-68.4% |
| Participation rate | 47.1% | 68.3%-21.3pp | 76.0%-28.9pp | 69.5%-22.4pp |
| Annual return | 16.56% | 42.10%-25.5pp | 109.41%-92.9pp | 81.00%-64.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,028 | $3,128-35.2% | $4,236-52.1% | $3,607-43.8% |
| Admin fee / account holder | $12,386 | $4,251+191.3% | $5,794+113.8% | $5,124+141.7% |