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 | $27,765 | $102,317-72.9% | $146,958-81.1% | $80,856-65.7% |
| Participation rate | 39.3% | 75.8%-36.5pp | 82.2%-42.8pp | 67.6%-28.3pp |
| Annual return | 14.07% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,882 | $3,713-49.3% | $4,933-61.8% | $2,755-31.7% |
| Participant deferral / active EE | $2,697 | $6,644-59.4% | $8,070-66.6% | $4,296-37.2% |
| Admin fee / account holder | $697 | $7,941-91.2% | $12,998-94.6% | $6,918-89.9% |