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 | $16,337 | $60,892-73.2% | $82,389-80.2% | $84,808-80.7% |
| Participation rate | 51.7% | 63.3%-11.5pp | 69.5%-17.8pp | 68.3%-16.6pp |
| Annual return | 26.75% | 37.29%-10.5pp | 28.67%-1.9pp | 40.90%-14.1pp |
| Employer contribution / active EE | $1,106 | $1,779-37.9% | $2,517-56.1% | $2,631-58.0% |
| Participant deferral / active EE | $2,634 | $3,179-17.1% | $4,155-36.6% | $4,212-37.5% |
| Admin fee / account holder | $720 | $5,467-86.8% | $7,231-90.0% | $7,344-90.2% |