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 | $82,957 | $117,983-29.7% | $101,794-18.5% | $142,382-41.7% |
| Participation rate | 38.5% | 74.2%-35.8pp | 69.2%-30.7pp | 80.1%-41.7pp |
| Annual return | 19.27% | 36.92%-17.6pp | 30.53%-11.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $847 | $2,773-69.5% | $2,289-63.0% | $4,299-80.3% |
| Participant deferral / active EE | $3,715 | $4,714-21.2% | $4,084-9.0% | $6,507-42.9% |
| Admin fee / account holder | $725 | $10,433-93.1% | $8,777-91.7% | $12,624-94.3% |