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 4-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 | $26,326 | $60,892-56.8% | $82,389-68.0% | $84,808-69.0% |
| Participation rate | 21.1% | 63.3%-42.2pp | 69.5%-48.5pp | 68.3%-47.3pp |
| Annual return | 19.18% | 37.29%-18.1pp | 28.67%-9.5pp | 40.90%-21.7pp |
| Employer contribution / active EE | $968 | $1,779-45.6% | $2,517-61.5% | $2,631-63.2% |
| Participant deferral / active EE | $2,024 | $3,179-36.3% | $4,155-51.3% | $4,212-51.9% |
| Admin fee / account holder | $6,505 | $5,467+19.0% | $7,231-10.0% | $7,344-11.4% |