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 | $24,951 | $81,446-69.4% | $103,374-75.9% | $80,874-69.1% |
| Participation rate | 42.9% | 66.9%-24.0pp | 74.5%-31.7pp | 67.6%-24.8pp |
| Annual return | 20.24% | 25.57%-5.3pp | 24.89%-4.6pp | 35.62%-15.4pp |
| Employer contribution / active EE | $1,274 | $3,107-59.0% | $3,869-67.1% | $2,756-53.8% |
| Participant deferral / active EE | $3,761 | $3,870-2.8% | $5,058-25.6% | $4,297-12.5% |
| Admin fee / account holder | $2,122 | $6,715-68.4% | $8,394-74.7% | $6,935-69.4% |