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 3-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 | $10,019 | $74,888-86.6% | $71,209-85.9% | $142,382-93.0% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.1%-42.6pp |
| Annual return | 23.72% | 345.14%-321.4pp | 282.51%-258.8pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,283 | $2,854-55.1% | $2,721-52.8% | $4,299-70.2% |
| Participant deferral / active EE | $1,771 | $4,454-60.3% | $4,175-57.6% | $6,507-72.8% |
| Admin fee / account holder | $1,834 | $5,568-67.1% | $5,349-65.7% | $12,624-85.5% |