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 | $14,876 | $100,773-85.2% | $88,946-83.3% | $142,382-89.6% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.8%-13.3pp | 80.1%-24.6pp |
| Annual return | 17.95% | 70.18%-52.2pp | 57.82%-39.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,380 | $2,918-52.7% | $2,555-46.0% | $4,299-67.9% |
| Participant deferral / active EE | $3,100 | $5,230-40.7% | $4,581-32.3% | $6,507-52.4% |
| Admin fee / account holder | $15,964 | $9,693+64.7% | $8,261+93.2% | $12,624+26.5% |