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 5-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 | $33,192 | $163,101-79.6% | $136,749-75.7% | $142,382-76.7% |
| Participation rate | 62.5% | 78.2%-15.7pp | 72.1%-9.6pp | 80.1%-17.6pp |
| Annual return | 13.78% | 27.54%-13.8pp | 24.33%-10.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,932 | $4,117-4.5% | $3,400+15.6% | $4,299-8.5% |
| Participant deferral / active EE | $2,205 | $5,585-60.5% | $4,692-53.0% | $6,507-66.1% |
| Admin fee / account holder | $2,653 | $14,318-81.5% | $11,386-76.7% | $12,624-79.0% |