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 5-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 | $48,566 | $95,803-49.3% | $113,168-57.1% | $84,808-42.7% |
| Participation rate | 66.7% | 72.9%-6.2pp | 76.6%-9.9pp | 68.3%-1.6pp |
| Annual return | 19.47% | 25.00%-5.5pp | 24.27%-4.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,975 | $2,360+26.1% | $2,9750% | $2,631+13.1% |
| Participant deferral / active EE | $5,274 | $4,242+24.3% | $5,107+3.3% | $4,212+25.2% |
| Admin fee / account holder | $4,087 | $8,989-54.5% | $12,068-66.1% | $7,344-44.4% |