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 | $11,606 | $117,983-90.2% | $101,794-88.6% | $142,382-91.8% |
| Participation rate | 68.8% | 74.2%-5.5pp | 69.2%-0.4pp | 80.1%-11.4pp |
| Annual return | 15.48% | 36.92%-21.4pp | 30.53%-15.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,168 | $2,773-57.9% | $2,289-49.0% | $4,299-72.8% |
| Participant deferral / active EE | $1,457 | $4,714-69.1% | $4,084-64.3% | $6,507-77.6% |
| Admin fee / account holder | $5,422 | $10,433-48.0% | $8,777-38.2% | $12,624-57.0% |