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 | $39,557 | $77,899-49.2% | $149,673-73.6% | $75,163-47.4% |
| Participation rate | 49.3% | 65.6%-16.3pp | 78.8%-29.5pp | 67.2%-17.9pp |
| Annual return | 16.32% | 31.72%-15.4pp | 134.42%-118.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,472 | $3,137-53.1% | $4,818-69.4% | $2,670-44.9% |
| Participant deferral / active EE | $2,684 | $3,411-21.3% | $5,680-52.7% | $4,125-34.9% |
| Admin fee / account holder | $1,481 | $5,956-75.1% | $13,210-88.8% | $5,651-73.8% |