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 | $22,018 | $114,381-80.8% | $107,525-79.5% | $142,382-84.5% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 19.26% | 242.71%-223.4pp | 181.32%-162.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,501 | $4,015-12.8% | $3,754-6.7% | $4,299-18.6% |
| Participant deferral / active EE | $5,330 | $5,564-4.2% | $5,116+4.2% | $6,507-18.1% |
| Admin fee / account holder | $8,530 | $9,860-13.5% | $8,919-4.4% | $12,624-32.4% |