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 | $45,446 | $89,753-49.4% | $107,525-57.7% | $84,808-46.4% |
| Participation rate | 40.0% | 68.1%-28.1pp | 75.1%-35.1pp | 68.3%-28.3pp |
| Annual return | 18.05% | 29.48%-11.4pp | 181.32%-163.3pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,944 | $3,113-37.6% | $3,754-48.2% | $2,631-26.1% |
| Participant deferral / active EE | $4,115 | $4,056+1.4% | $5,116-19.6% | $4,212-2.3% |
| Admin fee / account holder | $7,403 | $7,222+2.5% | $8,919-17.0% | $7,344+0.8% |