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 | $49,604 | $55,706-11.0% | $75,886-34.6% | $72,985-32.0% |
| Participation rate | 54.7% | 61.1%-6.5pp | 69.3%-14.6pp | 69.5%-14.8pp |
| Annual return | 0.00% | 27.59%-27.6pp | 30.76%-30.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,786 | $1,687+5.9% | $2,500-28.6% | $2,440-26.8% |
| Participant deferral / active EE | $4,011 | $2,634+52.3% | $3,603+11.3% | $3,607+11.2% |
| Admin fee / account holder | $635 | $3,978-84.0% | $5,418-88.3% | $5,124-87.6% |