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 | $25,090 | $68,573-63.4% | $120,368-79.2% | $80,874-69.0% |
| Participation rate | 51.2% | 61.6%-10.4pp | 71.9%-20.7pp | 67.6%-16.4pp |
| Annual return | 21.18% | 23.61%-2.4pp | 107.26%-86.1pp | 35.62%-14.4pp |
| Employer contribution / active EE | $1,494 | $2,052-27.2% | $3,465-56.9% | $2,756-45.8% |
| Participant deferral / active EE | $3,216 | $3,174+1.3% | $4,991-35.6% | $4,297-25.2% |
| Admin fee / account holder | $373 | $5,734-93.5% | $9,429-96.0% | $6,935-94.6% |