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 | $45,643 | $91,538-50.1% | $129,995-64.9% | $75,163-39.3% |
| Participation rate | 29.6% | 71.4%-41.8pp | 78.5%-48.9pp | 67.2%-37.6pp |
| Annual return | 24.43% | -631.11%+655.5pp | -137.18%+161.6pp | 160.62%-136.2pp |
| Employer contribution / active EE | $827 | $2,845-70.9% | $4,320-80.9% | $2,670-69.0% |
| Participant deferral / active EE | $3,726 | $4,341-14.2% | $5,820-36.0% | $4,125-9.7% |
| Admin fee / account holder | $540 | $6,790-92.0% | $10,614-94.9% | $5,651-90.4% |