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 | $5,206 | $74,888-93.0% | $71,209-92.7% | $142,382-96.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 24.28% | 345.14%-320.9pp | 282.51%-258.2pp | 217.08%-192.8pp |
| Employer contribution / active EE | $2,096 | $2,854-26.6% | $2,721-23.0% | $4,299-51.2% |
| Participant deferral / active EE | $2,096 | $4,454-52.9% | $4,175-49.8% | $6,507-67.8% |
| Admin fee / account holder | $1,276 | $5,568-77.1% | $5,349-76.1% | $12,624-89.9% |