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 | $22,231 | $167,307-86.7% | $143,757-84.5% | $134,475-83.5% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | 86.13% | 0.46%+85.7pp | -0.04%+86.2pp | 417.96%-331.8pp |
| Employer contribution / active EE | $1,533 | $5,619-72.7% | $4,951-69.0% | $4,740-67.7% |
| Participant deferral / active EE | $8,283 | $6,446+28.5% | $5,637+46.9% | $6,400+29.4% |
| Admin fee / account holder | $48,842 | $18,088+170.0% | $14,673+232.9% | $11,426+327.5% |