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 3-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 | $10,091 | $60,022-83.2% | $88,946-88.7% | $84,808-88.1% |
| Participation rate | 43.2% | 57.8%-14.7pp | 68.8%-25.7pp | 68.3%-25.1pp |
| Annual return | 16.11% | 22.43%-6.3pp | 57.82%-41.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,123 | $3,114+32.4% | $4,581-10.0% | $4,212-2.1% |
| Admin fee / account holder | $5,689 | $4,811+18.3% | $8,261-31.1% | $7,344-22.5% |