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 | $12,318 | $46,553-73.5% | $64,056-80.8% | $75,163-83.6% |
| Participation rate | 31.8% | 65.9%-34.1pp | 72.3%-40.5pp | 67.2%-35.4pp |
| Annual return | 17.68% | 26.03%-8.4pp | 33.69%-16.0pp | 160.62%-142.9pp |
| Employer contribution / active EE | $384 | $1,974-80.5% | $2,747-86.0% | $2,670-85.6% |
| Participant deferral / active EE | $1,031 | $2,837-63.6% | $3,880-73.4% | $4,125-75.0% |
| Admin fee / account holder | $693 | $2,952-76.5% | $3,068-77.4% | $5,651-87.7% |