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 | $11,804 | $51,175-76.9% | $70,515-83.3% | $75,163-84.3% |
| Participation rate | 24.0% | 60.9%-36.9pp | 68.3%-44.3pp | 67.2%-43.2pp |
| Annual return | 24.33% | 30.02%-5.7pp | 32.77%-8.4pp | 160.62%-136.3pp |
| Employer contribution / active EE | $1,024 | $1,826-43.9% | $2,973-65.6% | $2,670-61.6% |
| Participant deferral / active EE | $1,035 | $2,849-63.7% | $4,567-77.3% | $4,125-74.9% |
| Admin fee / account holder | $1,170 | $4,091-71.4% | $6,412-81.8% | $5,651-79.3% |