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 | $44,688 | $70,669-36.8% | $169,368-73.6% | $75,163-40.5% |
| Participation rate | 52.0% | 64.8%-12.8pp | 77.1%-25.1pp | 67.2%-15.2pp |
| Annual return | 19.23% | 36.36%-17.1pp | 405.60%-386.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $730 | $2,211-67.0% | $4,013-81.8% | $2,670-72.6% |
| Participant deferral / active EE | $4,808 | $4,311+11.5% | $6,221-22.7% | $4,125+16.6% |
| Admin fee / account holder | $2,680 | $5,402-50.4% | $9,003-70.2% | $5,651-52.6% |