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 | $24,871 | $72,177-65.5% | $115,037-78.4% | $59,632-58.3% |
| Participation rate | 44.4% | 72.6%-28.1pp | 81.4%-36.9pp | 68.7%-24.2pp |
| Annual return | 0.95% | 12.02%-11.1pp | 26.14%-25.2pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $717 | $2,841-74.8% | $4,608-84.4% | $2,203-67.5% |
| Participant deferral / active EE | $2,403 | $4,783-49.8% | $6,026-60.1% | $3,192-24.7% |
| Admin fee / account holder | $1,020 | $4,927-79.3% | $8,175-87.5% | $4,297-76.3% |