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 4-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 | $54,447 | $127,386-57.3% | $115,037-52.7% | $125,391-56.6% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -1.40% | 31.28%-32.7pp | 26.14%-27.5pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,019 | $5,166-80.3% | $4,608-77.9% | $4,866-79.1% |
| Participant deferral / active EE | $4,269 | $6,423-33.5% | $6,026-29.2% | $5,352-20.2% |
| Admin fee / account holder | $15,914 | $9,516+67.2% | $8,175+94.7% | $9,540+66.8% |