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 | $21,807 | $58,234-62.6% | $81,783-73.3% | $80,874-73.0% |
| Participation rate | 26.8% | 63.4%-36.7pp | 72.4%-45.6pp | 67.6%-40.9pp |
| Annual return | 14.21% | 41.70%-27.5pp | 775.05%-760.8pp | 35.62%-21.4pp |
| Employer contribution / active EE | $774 | $2,341-66.9% | $2,913-73.4% | $2,756-71.9% |
| Participant deferral / active EE | $1,086 | $3,283-66.9% | $4,320-74.9% | $4,297-74.7% |
| Admin fee / account holder | $902 | $4,982-81.9% | $7,380-87.8% | $6,935-87.0% |