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 5-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 | $24,982 | $100,773-75.2% | $88,946-71.9% | $142,382-82.5% |
| Participation rate | 26.3% | 74.3%-48.0pp | 68.8%-42.5pp | 80.1%-53.8pp |
| Annual return | 16.16% | 70.18%-54.0pp | 57.82%-41.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $332 | $2,918-88.6% | $2,555-87.0% | $4,299-92.3% |
| Participant deferral / active EE | $1,364 | $5,230-73.9% | $4,581-70.2% | $6,507-79.0% |
| Admin fee / account holder | $8,662 | $9,693-10.6% | $8,261+4.9% | $12,624-31.4% |