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 | $72,081 | $95,803-24.8% | $113,168-36.3% | $84,808-15.0% |
| Participation rate | 32.8% | 72.9%-40.1pp | 76.6%-43.8pp | 68.3%-35.5pp |
| Annual return | 16.60% | 25.00%-8.4pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,258 | $4,242-23.2% | $5,107-36.2% | $4,212-22.6% |
| Admin fee / account holder | $1,967 | $8,989-78.1% | $12,068-83.7% | $7,344-73.2% |