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 | $22,921 | $107,452-78.7% | $91,541-75.0% | $142,382-83.9% |
| Participation rate | 35.3% | 75.1%-39.8pp | 69.8%-34.5pp | 80.1%-44.8pp |
| Annual return | 18.93% | 22.06%-3.1pp | 20.50%-1.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $797 | $2,994-73.4% | $2,505-68.2% | $4,299-81.5% |
| Participant deferral / active EE | $1,890 | $4,754-60.2% | $4,008-52.8% | $6,507-70.9% |
| Admin fee / account holder | $1,917 | $8,834-78.3% | $6,956-72.4% | $12,624-84.8% |