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 | $16,542 | $48,230-65.7% | $67,502-75.5% | $80,856-79.5% |
| Participation rate | 28.9% | 66.4%-37.4pp | 72.9%-43.9pp | 67.6%-38.7pp |
| Annual return | 18.54% | 18.28%+0.3pp | 3512.12%-3493.6pp | 35.59%-17.1pp |
| Employer contribution / active EE | $926 | $2,020-54.1% | $2,731-66.1% | $2,755-66.4% |
| Participant deferral / active EE | $1,512 | $2,924-48.3% | $4,000-62.2% | $4,296-64.8% |
| Admin fee / account holder | $1,543 | $3,681-58.1% | $3,998-61.4% | $6,918-77.7% |