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 | $30,204 | $80,724-62.6% | $103,333-70.8% | $74,495-59.5% |
| Participation rate | 25.0% | 65.7%-40.7pp | 74.5%-49.5pp | 67.2%-42.2pp |
| Annual return | 16.61% | 27.56%-10.9pp | 24.88%-8.3pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,968 | $3,860-49.0% | $5,057-61.1% | $4,346-54.7% |
| Admin fee / account holder | $4,215 | $2,368+78.0% | $8,355-49.5% | $1,942+117.1% |