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 8-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 | $31,686 | $51,045-37.9% | $70,515-55.1% | $71,457-55.7% |
| Participation rate | 23.8% | 59.4%-35.6pp | 68.3%-44.5pp | 67.9%-44.1pp |
| Annual return | 21.67% | 42.63%-21.0pp | 32.77%-11.1pp | 28.85%-7.2pp |
| Employer contribution / active EE | $784 | $1,790-56.2% | $2,973-73.6% | $2,588-69.7% |
| Participant deferral / active EE | $1,753 | $3,026-42.1% | $4,567-61.6% | $4,289-59.1% |
| Admin fee / account holder | $304 | $1,994-84.8% | $6,412-95.3% | $1,587-80.9% |