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 | $33,283 | $81,460-59.1% | $103,333-67.8% | $80,856-58.8% |
| Participation rate | 61.0% | 66.8%-5.8pp | 74.5%-13.5pp | 67.6%-6.6pp |
| Annual return | 14.79% | 25.55%-10.8pp | 24.88%-10.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,623 | $3,105-15.5% | $3,868-32.2% | $2,755-4.8% |
| Participant deferral / active EE | $4,492 | $3,869+16.1% | $5,057-11.2% | $4,296+4.6% |
| Admin fee / account holder | $1,749 | $6,566-73.4% | $8,355-79.1% | $6,918-74.7% |