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 | $31,716 | $56,317-43.7% | $71,209-55.5% | $74,304-57.3% |
| Participation rate | 31.0% | 55.1%-24.1pp | 73.8%-42.7pp | 60.3%-29.3pp |
| Annual return | 20.03% | 42.83%-22.8pp | 282.51%-262.5pp | 29.43%-9.4pp |
| Employer contribution / active EE | $1,291 | $2,160-40.2% | $2,721-52.5% | $2,241-42.4% |
| Participant deferral / active EE | $1,732 | $2,788-37.9% | $4,175-58.5% | $3,767-54.0% |
| Admin fee / account holder | $1,546 | $2,290-32.5% | $5,349-71.1% | $2,969-47.9% |