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 | $12,069 | $46,553-74.1% | $64,056-81.2% | $75,163-83.9% |
| Participation rate | 46.2% | 65.9%-19.8pp | 72.3%-26.1pp | 67.2%-21.0pp |
| Annual return | 17.47% | 26.03%-8.6pp | 33.69%-16.2pp | 160.62%-143.2pp |
| Employer contribution / active EE | $671 | $1,974-66.0% | $2,747-75.6% | $2,670-74.9% |
| Participant deferral / active EE | $1,649 | $2,837-41.9% | $3,880-57.5% | $4,125-60.0% |
| Admin fee / account holder | $3,453 | $2,952+17.0% | $3,068+12.6% | $5,651-38.9% |