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 5-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 | $19,234 | $60,022-68.0% | $88,946-78.4% | $84,808-77.3% |
| Participation rate | 48.3% | 57.8%-9.6pp | 68.8%-20.6pp | 68.3%-20.0pp |
| Annual return | 17.40% | 22.43%-5.0pp | 57.82%-40.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $693 | $1,703-59.3% | $2,555-72.9% | $2,631-73.7% |
| Participant deferral / active EE | $1,026 | $3,114-67.1% | $4,581-77.6% | $4,212-75.6% |
| Admin fee / account holder | $1,418 | $4,811-70.5% | $8,261-82.8% | $7,344-80.7% |