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 | $16,458 | $85,004-80.6% | $76,284-78.4% | $145,959-88.7% |
| Participation rate | 66.7% | 82.9%-16.2pp | 79.2%-12.6pp | 80.3%-13.6pp |
| Annual return | 16.10% | 13.11%+3.0pp | 13.77%+2.3pp | 561.95%-545.9pp |
| Employer contribution / active EE | $1,648 | $5,265-68.7% | $4,585-64.1% | $4,661-64.7% |
| Participant deferral / active EE | $3,523 | $6,390-44.9% | $5,478-35.7% | $6,689-47.3% |
| Admin fee / account holder | $1,352 | $5,760-76.5% | $5,131-73.7% | $13,398-89.9% |