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 | $52,331 | $86,929-39.8% | $102,423-48.9% | $80,856-35.3% |
| Participation rate | 52.0% | 72.4%-20.4pp | 76.5%-24.5pp | 67.6%-15.6pp |
| Annual return | 13.14% | 18.88%-5.7pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,333 | $2,369-43.8% | $3,023-55.9% | $2,755-51.6% |
| Participant deferral / active EE | $2,397 | $4,118-41.8% | $5,053-52.6% | $4,296-44.2% |
| Admin fee / account holder | $2,777 | $8,049-65.5% | $9,451-70.6% | $6,918-59.9% |