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 | $24,300 | $49,915-51.3% | $154,803-84.3% | $74,304-67.3% |
| Participation rate | 37.1% | 54.0%-16.8pp | 78.1%-40.9pp | 60.3%-23.2pp |
| Annual return | 12.29% | 34.06%-21.8pp | 58.88%-46.6pp | 29.43%-17.1pp |
| Employer contribution / active EE | $599 | $1,611-62.8% | $4,305-86.1% | $2,241-73.3% |
| Participant deferral / active EE | $1,396 | $2,255-38.1% | $5,540-74.8% | $3,767-62.9% |
| Admin fee / account holder | $4,135 | $2,189+88.9% | $14,329-71.1% | $2,969+39.3% |