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 | $19,878 | $81,233-75.5% | $155,567-87.2% | $80,874-75.4% |
| Participation rate | 34.9% | 66.2%-31.4pp | 78.2%-43.3pp | 67.6%-32.8pp |
| Annual return | 20.33% | 33.33%-13.0pp | 64.74%-44.4pp | 35.62%-15.3pp |
| Employer contribution / active EE | $816 | $3,101-73.7% | $4,674-82.5% | $2,756-70.4% |
| Participant deferral / active EE | $2,052 | $3,452-40.6% | $5,628-63.5% | $4,297-52.2% |
| Admin fee / account holder | $627 | $7,998-92.2% | $15,916-96.1% | $6,935-91.0% |