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 | $41,884 | $109,413-61.7% | $156,263-73.2% | $84,808-50.6% |
| Participation rate | 53.3% | 72.7%-19.4pp | 78.9%-25.6pp | 68.3%-15.0pp |
| Annual return | 20.97% | 20.18%+0.8pp | 59.47%-38.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,706 | $2,907-41.3% | $4,333-60.6% | $2,631-35.2% |
| Participant deferral / active EE | $4,412 | $4,590-3.9% | $6,158-28.4% | $4,212+4.8% |
| Admin fee / account holder | $1,160 | $9,357-87.6% | $14,255-91.9% | $7,344-84.2% |