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 | $26,025 | $74,927-65.3% | $101,794-74.4% | $84,808-69.3% |
| Participation rate | 39.7% | 61.4%-21.7pp | 69.2%-29.5pp | 68.3%-28.6pp |
| Annual return | 15.67% | 18.70%-3.0pp | 30.53%-14.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $962 | $1,522-36.8% | $2,289-58.0% | $2,631-63.4% |
| Participant deferral / active EE | $1,609 | $3,099-48.1% | $4,084-60.6% | $4,212-61.8% |
| Admin fee / account holder | $2,203 | $6,514-66.2% | $8,777-74.9% | $7,344-70.0% |