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 7-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 | $69,159 | $81,460-15.1% | $103,333-33.1% | $80,856-14.5% |
| Participation rate | 20.5% | 66.8%-46.4pp | 74.5%-54.1pp | 67.6%-47.2pp |
| Annual return | 13.29% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $873 | $3,105-71.9% | $3,868-77.4% | $2,755-68.3% |
| Participant deferral / active EE | $2,517 | $3,869-34.9% | $5,057-50.2% | $4,296-41.4% |
| Admin fee / account holder | $35,846 | $6,566+445.9% | $8,355+329.1% | $6,918+418.2% |