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 | $37,745 | $109,881-65.6% | $150,045-74.8% | $84,808-55.5% |
| Participation rate | 56.4% | 76.1%-19.7pp | 82.3%-25.9pp | 68.3%-11.9pp |
| Annual return | 20.92% | 28.25%-7.3pp | 62.55%-41.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,395 | $3,561-32.8% | $4,693-49.0% | $2,631-9.0% |
| Participant deferral / active EE | $4,001 | $6,636-39.7% | $7,997-50.0% | $4,212-5.0% |
| Admin fee / account holder | $9,933 | $8,568+15.9% | $13,435-26.1% | $7,344+35.3% |