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 | $6,648 | $118,427-94.4% | $66,042-89.9% | $142,382-95.3% |
| Participation rate | 13.6% | 68.1%-54.5pp | 67.5%-53.9pp | 80.1%-66.5pp |
| Annual return | 17.43% | 35.57%-18.1pp | 52.11%-34.7pp | 217.08%-199.6pp |
| Employer contribution / active EE | $763 | $2,570-70.3% | $1,579-51.7% | $4,299-82.3% |
| Participant deferral / active EE | $1,083 | $4,311-74.9% | $2,835-61.8% | $6,507-83.4% |
| Admin fee / account holder | $1,155 | $9,593-88.0% | $5,747-79.9% | $12,624-90.8% |