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 | $36,117 | $78,926-54.2% | $136,749-73.6% | $84,808-57.4% |
| Participation rate | 50.0% | 62.2%-12.2pp | 72.1%-22.1pp | 68.3%-18.3pp |
| Annual return | 12.82% | 18.17%-5.4pp | 24.33%-11.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,475 | $2,134-30.9% | $3,400-56.6% | $2,631-43.9% |
| Participant deferral / active EE | $1,920 | $3,168-39.4% | $4,692-59.1% | $4,212-54.4% |
| Admin fee / account holder | $349 | $6,369-94.5% | $11,386-96.9% | $7,344-95.2% |