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 | $63,217 | $77,899-18.8% | $149,673-57.8% | $75,163-15.9% |
| Participation rate | 48.3% | 65.6%-17.2pp | 78.8%-30.4pp | 67.2%-18.9pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $629 | $3,137-80.0% | $4,818-87.0% | $2,670-76.5% |
| Participant deferral / active EE | $1,565 | $3,411-54.1% | $5,680-72.4% | $4,125-62.1% |
| Admin fee / account holder | $1,490 | $5,956-75.0% | $13,210-88.7% | $5,651-73.6% |