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 | $13,149 | $80,717-83.7% | $154,803-91.5% | $84,808-84.5% |
| Participation rate | 36.4% | 66.8%-30.4pp | 78.1%-41.7pp | 68.3%-31.9pp |
| Annual return | 31.10% | 37.96%-6.9pp | 58.88%-27.8pp | 40.90%-9.8pp |
| Employer contribution / active EE | $1,185 | $2,761-57.1% | $4,305-72.5% | $2,631-55.0% |
| Participant deferral / active EE | $2,173 | $3,303-34.2% | $5,540-60.8% | $4,212-48.4% |
| Admin fee / account holder | $1,052 | $6,746-84.4% | $14,329-92.7% | $7,344-85.7% |