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 3-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 | $31,694 | $192,717-83.6% | $142,449-77.8% | $139,434-77.3% |
| Participation rate | 64.3% | 81.5%-17.2pp | 76.8%-12.5pp | 80.3%-16.0pp |
| Annual return | 17.67% | 17.99%-0.3pp | 19.99%-2.3pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,512 | $5,806-56.7% | $4,847-48.2% | $4,751-47.1% |
| Participant deferral / active EE | $3,042 | $7,208-57.8% | $6,283-51.6% | $6,710-54.7% |
| Admin fee / account holder | $7,178 | $15,124-52.5% | $10,011-28.3% | $11,403-37.0% |