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 | $14,132 | $57,541-75.4% | $95,745-85.2% | $75,163-81.2% |
| Participation rate | 51.9% | 62.5%-10.7pp | 72.3%-20.4pp | 67.2%-15.3pp |
| Annual return | 22.72% | 34.93%-12.2pp | 28.35%-5.6pp | 160.62%-137.9pp |
| Employer contribution / active EE | $1,295 | $1,808-28.4% | $2,835-54.3% | $2,670-51.5% |
| Participant deferral / active EE | $1,927 | $3,074-37.3% | $4,245-54.6% | $4,125-53.3% |
| Admin fee / account holder | $686 | $4,099-83.3% | $5,678-87.9% | $5,651-87.9% |