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 | $28,879 | $172,111-83.2% | $150,298-80.8% | $137,256-79.0% |
| Participation rate | 42.1% | 81.7%-39.6pp | 77.8%-35.7pp | 80.0%-37.9pp |
| Annual return | 22.39% | 69.37%-47.0pp | 62.79%-40.4pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,012 | $4,636-78.2% | $4,154-75.6% | $4,156-75.6% |
| Participant deferral / active EE | $3,045 | $6,166-50.6% | $5,453-44.2% | $6,407-52.5% |
| Admin fee / account holder | $538 | $16,471-96.7% | $14,116-96.2% | $12,270-95.6% |