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 6-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 | $33,949 | $51,620-34.2% | $90,281-62.4% | $65,185-47.9% |
| Participation rate | 67.8% | 68.6%-0.9pp | 73.3%-5.5pp | 70.2%-2.4pp |
| Annual return | 0.00% | 24.94%-24.9pp | 78.10%-78.1pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,509 | $2,235-32.5% | $2,854-47.1% | $2,177-30.7% |
| Participant deferral / active EE | $2,838 | $2,871-1.1% | $3,885-26.9% | $3,514-19.2% |
| Admin fee / account holder | $3,188 | $384+729.5% | $5,351-40.4% | $847+276.3% |