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 3-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 | $22,853 | $71,050-67.8% | $93,606-75.6% | $80,856-71.7% |
| Participation rate | 19.2% | 60.4%-41.2pp | 68.7%-49.5pp | 67.6%-48.4pp |
| Annual return | 31.61% | 11.26%+20.3pp | 133.20%-101.6pp | 35.59%-4.0pp |
| Employer contribution / active EE | $1,027 | $1,564-34.3% | $2,420-57.6% | $2,755-62.7% |
| Participant deferral / active EE | $2,192 | $4,034-45.7% | $4,411-50.3% | $4,296-49.0% |
| Admin fee / account holder | $8,926 | $6,945+28.5% | $8,285+7.7% | $6,918+29.0% |