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 | $20,339 | $99,921-79.6% | $85,009-76.1% | $145,959-86.1% |
| Participation rate | 59.1% | 74.1%-15.0pp | 67.5%-8.4pp | 80.3%-21.2pp |
| Annual return | 21.27% | 83.89%-62.6pp | 66.47%-45.2pp | 561.95%-540.7pp |
| Employer contribution / active EE | $1,283 | $3,233-60.3% | $2,728-53.0% | $4,661-72.5% |
| Participant deferral / active EE | $3,593 | $5,293-32.1% | $4,522-20.5% | $6,689-46.3% |
| Admin fee / account holder | $317 | $7,252-95.6% | $6,153-94.8% | $13,398-97.6% |