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 4-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 | $59,202 | $93,071-36.4% | $74,583-20.6% | $273,961-78.4% |
| Participation rate | 40.0% | 74.9%-34.9pp | 68.1%-28.1pp | 83.0%-43.0pp |
| Annual return | 10.74% | 26.18%-15.4pp | 20.47%-9.7pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,644 | $3,160-48.0% | $2,525-34.9% | $4,869-66.2% |
| Participant deferral / active EE | $5,099 | $4,160+22.6% | $3,458+47.5% | $5,287-3.6% |
| Admin fee / account holder | $365 | $5,272-93.1% | $4,138-91.2% | $10,132-96.4% |