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 | $31,196 | $80,717-61.4% | $154,803-79.8% | $84,808-63.2% |
| Participation rate | 48.5% | 66.8%-18.4pp | 78.1%-29.6pp | 68.3%-19.9pp |
| Annual return | 16.12% | 37.96%-21.8pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,253 | $2,761-54.6% | $4,305-70.9% | $2,631-52.4% |
| Participant deferral / active EE | $2,373 | $3,303-28.1% | $5,540-57.2% | $4,212-43.6% |
| Admin fee / account holder | $1,484 | $6,746-78.0% | $14,329-89.6% | $7,344-79.8% |