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 | $24,304 | $104,974-76.8% | $95,585-74.6% | $142,382-82.9% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 20.82% | 210.33%-189.5pp | 38.56%-17.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,520 | $2,779-45.3% | $2,527-39.8% | $4,299-64.6% |
| Participant deferral / active EE | $1,852 | $4,352-57.4% | $4,023-54.0% | $6,507-71.5% |
| Admin fee / account holder | $448 | $6,386-93.0% | $6,127-92.7% | $12,624-96.5% |