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 4-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 | $39,497 | $102,317-61.4% | $146,958-73.1% | $80,856-51.2% |
| Participation rate | 60.7% | 75.8%-15.1pp | 82.2%-21.4pp | 67.6%-6.9pp |
| Annual return | 14.90% | 134.76%-119.9pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,430 | $3,713-34.5% | $4,933-50.7% | $2,755-11.8% |
| Participant deferral / active EE | $5,155 | $6,644-22.4% | $8,070-36.1% | $4,296+20.0% |
| Admin fee / account holder | $312 | $7,941-96.1% | $12,998-97.6% | $6,918-95.5% |