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 | $8,294 | $76,407-89.1% | $150,298-94.5% | $82,448-89.9% |
| Participation rate | 31.8% | 66.4%-34.6pp | 77.8%-45.9pp | 68.1%-36.2pp |
| Annual return | 23.87% | 39.99%-16.1pp | 62.79%-38.9pp | 41.64%-17.8pp |
| Employer contribution / active EE | $807 | $2,614-69.1% | $4,154-80.6% | $2,551-68.4% |
| Participant deferral / active EE | $995 | $3,214-69.1% | $5,453-81.8% | $4,139-76.0% |
| Admin fee / account holder | $2,282 | $6,352-64.1% | $14,116-83.8% | $7,234-68.5% |