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 | $18,321 | $104,974-82.5% | $95,585-80.8% | $142,382-87.1% |
| Participation rate | 63.6% | 75.0%-11.3pp | 72.1%-8.4pp | 80.1%-16.5pp |
| Annual return | 19.45% | 210.33%-190.9pp | 38.56%-19.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,448 | $2,779-47.9% | $2,527-42.7% | $4,299-66.3% |
| Participant deferral / active EE | $3,219 | $4,352-26.0% | $4,023-20.0% | $6,507-50.5% |
| Admin fee / account holder | $1,673 | $6,386-73.8% | $6,127-72.7% | $12,624-86.7% |