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 5-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 | $17,133 | $48,795-64.9% | $65,493-73.8% | $84,808-79.8% |
| Participation rate | 46.9% | 67.0%-20.1pp | 73.1%-26.2pp | 68.3%-21.4pp |
| Annual return | 16.68% | 20.20%-3.5pp | 982.45%-965.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,138 | $1,930-41.0% | $2,574-55.8% | $2,631-56.7% |
| Participant deferral / active EE | $2,873 | $2,928-1.9% | $3,961-27.5% | $4,212-31.8% |
| Admin fee / account holder | $2,595 | $3,877-33.1% | $5,028-48.4% | $7,344-64.7% |