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 | $30,696 | $114,381-73.2% | $107,525-71.5% | $142,382-78.4% |
| Participation rate | 31.6% | 78.1%-46.6pp | 75.1%-43.5pp | 80.1%-48.5pp |
| Annual return | 19.07% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $983 | $4,015-75.5% | $3,754-73.8% | $4,299-77.1% |
| Participant deferral / active EE | $1,672 | $5,564-69.9% | $5,116-67.3% | $6,507-74.3% |
| Admin fee / account holder | $338 | $9,860-96.6% | $8,919-96.2% | $12,624-97.3% |