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 | $85,682 | $72,137+18.8% | $142,449-39.9% | $71,457+19.9% |
| Participation rate | 52.6% | 71.7%-19.1pp | 76.8%-24.2pp | 67.9%-15.3pp |
| Annual return | 15.18% | 21.15%-6.0pp | 19.99%-4.8pp | 28.85%-13.7pp |
| Employer contribution / active EE | $0 | $3,793-100.0% | $4,847-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,295 | $5,280-37.6% | $6,283-47.6% | $4,289-23.2% |
| Admin fee / account holder | $4,210 | $1,433+193.7% | $10,011-57.9% | $1,587+165.2% |