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 | $86,406 | $73,787+17.1% | $98,716-12.5% | $82,448+4.8% |
| Participation rate | 21.9% | 61.4%-39.5pp | 69.3%-47.4pp | 68.1%-46.2pp |
| Annual return | 18.98% | 18.57%+0.4pp | 31.81%-12.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,316 | $1,511-12.9% | $2,279-42.3% | $2,551-48.4% |
| Participant deferral / active EE | $3,896 | $3,081+26.4% | $4,048-3.8% | $4,139-5.9% |
| Admin fee / account holder | $1,039 | $6,500-84.0% | $8,703-88.1% | $7,234-85.6% |