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 | $20,845 | $97,125-78.5% | $86,233-75.8% | $137,256-84.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 16.47% | 74.19%-57.7pp | 61.39%-44.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,932 | $2,841-32.0% | $2,504-22.9% | $4,156-53.5% |
| Participant deferral / active EE | $2,143 | $5,180-58.6% | $4,559-53.0% | $6,407-66.6% |
| Admin fee / account holder | $346 | $9,725-96.4% | $8,342-95.9% | $12,270-97.2% |