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 6-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 | $47,261 | $88,672-46.7% | $105,223-55.1% | $82,448-42.7% |
| Participation rate | 35.9% | 67.9%-32.0pp | 75.0%-39.1pp | 68.1%-32.2pp |
| Annual return | 20.33% | 30.86%-10.5pp | 180.65%-160.3pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,560 | $3,048-48.8% | $3,689-57.7% | $2,551-38.8% |
| Participant deferral / active EE | $2,936 | $4,036-27.2% | $5,072-42.1% | $4,139-29.1% |
| Admin fee / account holder | $6,656 | $7,146-6.9% | $8,859-24.9% | $7,234-8.0% |