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 | $29,606 | $70,606-58.1% | $53,898-45.1% | $142,382-79.2% |
| Participation rate | 41.2% | 63.7%-22.5pp | 55.0%-13.8pp | 80.1%-38.9pp |
| Annual return | 19.75% | 619.81%-600.1pp | 528.60%-508.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,249 | $1,202+3.9% | $932+34.0% | $4,299-71.0% |
| Participant deferral / active EE | $2,813 | $2,364+19.0% | $1,826+54.0% | $6,507-56.8% |
| Admin fee / account holder | $1,278 | $2,852-55.2% | $2,491-48.7% | $12,624-89.9% |