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 | $21,793 | $74,888-70.9% | $71,209-69.4% | $142,382-84.7% |
| Participation rate | 61.9% | 76.2%-14.3pp | 73.8%-11.8pp | 80.1%-18.2pp |
| Annual return | 22.68% | 345.14%-322.5pp | 282.51%-259.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $2,519 | $2,854-11.7% | $2,721-7.4% | $4,299-41.4% |
| Participant deferral / active EE | $3,698 | $4,454-17.0% | $4,175-11.4% | $6,507-43.2% |
| Admin fee / account holder | $1,713 | $5,568-69.2% | $5,349-68.0% | $12,624-86.4% |