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 7-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 | $19,889 | $58,627-66.1% | $76,735-74.1% | $82,448-75.9% |
| Participation rate | 48.3% | 63.2%-14.9pp | 69.5%-21.2pp | 68.1%-19.8pp |
| Annual return | 14.46% | 39.10%-24.6pp | 29.77%-15.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $649 | $1,729-62.5% | $2,454-73.5% | $2,551-74.5% |
| Participant deferral / active EE | $1,502 | $3,134-52.1% | $4,088-63.3% | $4,139-63.7% |
| Admin fee / account holder | $1,418 | $5,323-73.4% | $7,189-80.3% | $7,234-80.4% |