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 | $17,191 | $114,381-85.0% | $107,525-84.0% | $142,382-87.9% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 24.55% | 242.71%-218.2pp | 181.32%-156.8pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,031 | $4,015-74.3% | $3,754-72.5% | $4,299-76.0% |
| Participant deferral / active EE | $3,480 | $5,564-37.5% | $5,116-32.0% | $6,507-46.5% |
| Admin fee / account holder | $2,841 | $9,860-71.2% | $8,919-68.1% | $12,624-77.5% |