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 | $30,105 | $76,407-60.6% | $150,298-80.0% | $82,448-63.5% |
| Participation rate | 42.3% | 66.4%-24.1pp | 77.8%-35.5pp | 68.1%-25.8pp |
| Annual return | 21.18% | 39.99%-18.8pp | 62.79%-41.6pp | 41.64%-20.5pp |
| Employer contribution / active EE | $696 | $2,614-73.4% | $4,154-83.2% | $2,551-72.7% |
| Participant deferral / active EE | $3,215 | $3,2140% | $5,453-41.0% | $4,139-22.3% |
| Admin fee / account holder | $811 | $6,352-87.2% | $14,116-94.3% | $7,234-88.8% |