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 | $25,136 | $95,266-73.6% | $82,389-69.5% | $142,382-82.3% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.5%-12.4pp | 80.1%-23.0pp |
| Annual return | 15.19% | 25.74%-10.5pp | 28.67%-13.5pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,425 | $2,991-52.4% | $2,517-43.4% | $4,299-66.9% |
| Participant deferral / active EE | $4,990 | $4,809+3.8% | $4,155+20.1% | $6,507-23.3% |
| Admin fee / account holder | $1,015 | $8,563-88.1% | $7,231-86.0% | $12,624-92.0% |