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 | $11,576 | $60,022-80.7% | $88,946-87.0% | $84,808-86.4% |
| Participation rate | 61.1% | 57.8%+3.3pp | 68.8%-7.7pp | 68.3%-7.2pp |
| Annual return | 59.78% | 22.43%+37.3pp | 57.82%+2.0pp | 40.90%+18.9pp |
| Employer contribution / active EE | $1,171 | $1,703-31.2% | $2,555-54.2% | $2,631-55.5% |
| Participant deferral / active EE | $2,128 | $3,114-31.7% | $4,581-53.6% | $4,212-49.5% |
| Admin fee / account holder | $1,039 | $4,811-78.4% | $8,261-87.4% | $7,344-85.8% |