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 3-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 | $14,619 | $56,060-73.9% | $76,002-80.8% | $80,874-81.9% |
| Participation rate | 62.1% | 62.0%0pp | 69.1%-7.0pp | 67.6%-5.6pp |
| Annual return | 16.87% | 20.54%-3.7pp | 360.07%-343.2pp | 35.62%-18.7pp |
| Employer contribution / active EE | $1,602 | $1,873-14.5% | $2,688-40.4% | $2,756-41.9% |
| Participant deferral / active EE | $2,981 | $3,051-2.3% | $4,257-30.0% | $4,297-30.6% |
| Admin fee / account holder | $2,360 | $5,237-54.9% | $6,414-63.2% | $6,935-66.0% |