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 7-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 | $56,893 | $94,031-39.5% | $115,768-50.9% | $82,448-31.0% |
| Participation rate | 48.4% | 70.4%-22.0pp | 74.4%-26.0pp | 68.1%-19.7pp |
| Annual return | 13.22% | 20.61%-7.4pp | 100.46%-87.2pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,713 | $2,323-26.3% | $2,940-41.7% | $2,551-32.9% |
| Participant deferral / active EE | $3,348 | $3,972-15.7% | $4,917-31.9% | $4,139-19.1% |
| Admin fee / account holder | $5,330 | $10,249-48.0% | $12,439-57.2% | $7,234-26.3% |