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 | $27,614 | $88,672-68.9% | $105,223-73.8% | $82,448-66.5% |
| Participation rate | 63.3% | 67.9%-4.6pp | 75.0%-11.7pp | 68.1%-4.7pp |
| Annual return | 17.89% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,446 | $3,048-52.6% | $3,689-60.8% | $2,551-43.3% |
| Participant deferral / active EE | $2,109 | $4,036-47.7% | $5,072-58.4% | $4,139-49.0% |
| Admin fee / account holder | $5,714 | $7,146-20.0% | $8,859-35.5% | $7,234-21.0% |