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 | $102,852 | $109,881-6.4% | $150,045-31.5% | $84,808+21.3% |
| Participation rate | 48.4% | 76.1%-27.7pp | 82.3%-34.0pp | 68.3%-20.0pp |
| Annual return | 20.48% | 28.25%-7.8pp | 62.55%-42.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,872 | $3,561-19.3% | $4,693-38.8% | $2,631+9.2% |
| Participant deferral / active EE | $4,630 | $6,636-30.2% | $7,997-42.1% | $4,212+9.9% |
| Admin fee / account holder | $9,154 | $8,568+6.8% | $13,435-31.9% | $7,344+24.7% |