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 6-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 | $45,880 | $102,317-55.2% | $146,958-68.8% | $80,856-43.3% |
| Participation rate | 36.1% | 75.8%-39.7pp | 82.2%-46.0pp | 67.6%-31.5pp |
| Annual return | 18.43% | 134.76%-116.3pp | 418.34%-399.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $1,587 | $3,713-57.3% | $4,933-67.8% | $2,755-42.4% |
| Participant deferral / active EE | $2,909 | $6,644-56.2% | $8,070-64.0% | $4,296-32.3% |
| Admin fee / account holder | $10,155 | $7,941+27.9% | $12,998-21.9% | $6,918+46.8% |