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 | $20,362 | $118,450-82.8% | $98,439-79.3% | $139,434-85.4% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 12.62% | 18.94%-6.3pp | 21.16%-8.5pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,039 | $3,609-71.2% | $3,048-65.9% | $4,751-78.1% |
| Participant deferral / active EE | $1,926 | $5,392-64.3% | $4,738-59.3% | $6,710-71.3% |
| Admin fee / account holder | $17,743 | $14,026+26.5% | $8,948+98.3% | $11,403+55.6% |