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 4-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 | $19,953 | $73,933-73.0% | $96,683-79.4% | $75,163-73.5% |
| Participation rate | 61.3% | 66.4%-5.1pp | 74.3%-13.0pp | 67.2%-5.9pp |
| Annual return | 36.22% | 26.70%+9.5pp | 35.69%+0.5pp | 160.62%-124.4pp |
| Employer contribution / active EE | $2,626 | $2,928-10.3% | $3,737-29.7% | $2,670-1.6% |
| Participant deferral / active EE | $4,227 | $3,659+15.5% | $4,878-13.4% | $4,125+2.5% |
| Admin fee / account holder | $461 | $5,216-91.2% | $6,730-93.2% | $5,651-91.8% |