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 | $18,983 | $94,338-79.9% | $100,534-81.1% | $142,382-86.7% |
| Participation rate | 57.9% | 81.7%-23.8pp | 80.6%-22.7pp | 80.1%-22.2pp |
| Annual return | 17.13% | 29.20%-12.1pp | 32.66%-15.5pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,237 | $4,237-70.8% | $4,346-71.5% | $4,299-71.2% |
| Participant deferral / active EE | $2,031 | $5,934-65.8% | $6,144-66.9% | $6,507-68.8% |
| Admin fee / account holder | $676 | $8,421-92.0% | $7,654-91.2% | $12,624-94.6% |