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 8-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 | $109,801 | $84,685+29.7% | $142,942-23.2% | $67,986+61.5% |
| Participation rate | 42.3% | 61.4%-19.1pp | 76.8%-34.6pp | 57.2%-14.9pp |
| Annual return | 17.42% | 35.89%-18.5pp | 113.70%-96.3pp | 31.67%-14.2pp |
| Employer contribution / active EE | $1,603 | $2,263-29.2% | $4,139-61.3% | $2,019-20.6% |
| Participant deferral / active EE | $3,288 | $3,832-14.2% | $7,128-53.9% | $3,358-2.1% |
| Admin fee / account holder | $7,071 | $3,229+119.0% | $12,475-43.3% | $3,203+120.7% |