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 | $45,343-46.4% | $150,298-83.8% | $67,986-64.3% |
| Participation rate | 37.1% | 51.9%-14.7pp | 77.8%-40.6pp | 57.2%-20.1pp |
| Annual return | 12.29% | 33.28%-21.0pp | 62.79%-50.5pp | 31.67%-19.4pp |
| Employer contribution / active EE | $599 | $1,462-59.0% | $4,154-85.6% | $2,019-70.3% |
| Participant deferral / active EE | $1,396 | $2,055-32.0% | $5,453-74.4% | $3,358-58.4% |
| Admin fee / account holder | $4,135 | $2,250+83.8% | $14,116-70.7% | $3,203+29.1% |