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 8-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 | $30,117 | $91,190-67.0% | $178,490-83.1% | $79,858-62.3% |
| Participation rate | 40.0% | 69.2%-29.2pp | 81.9%-41.9pp | 69.6%-29.6pp |
| Annual return | 21.42% | 24.19%-2.8pp | 151.07%-129.7pp | 31.71%-10.3pp |
| Employer contribution / active EE | $996 | $3,256-69.4% | $5,011-80.1% | $2,471-59.7% |
| Participant deferral / active EE | $3,571 | $3,236+10.3% | $5,202-31.4% | $3,740-4.5% |
| Admin fee / account holder | $1,021 | $6,751-84.9% | $13,984-92.7% | $5,306-80.8% |