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 | $63,464 | $109,881-42.2% | $150,045-57.7% | $84,808-25.2% |
| Participation rate | 59.7% | 76.1%-16.4pp | 82.3%-22.6pp | 68.3%-8.6pp |
| Annual return | 19.42% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,324 | $3,561-34.7% | $4,693-50.5% | $2,631-11.7% |
| Participant deferral / active EE | $8,032 | $6,636+21.0% | $7,997+0.4% | $4,212+90.7% |
| Admin fee / account holder | $5,129 | $8,568-40.1% | $13,435-61.8% | $7,344-30.2% |