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 | $15,850 | $53,516-70.4% | $126,539-87.5% | $84,808-81.3% |
| Participation rate | 61.4% | 58.2%+3.2pp | 69.8%-8.4pp | 68.3%-6.9pp |
| Annual return | 21.27% | 58.34%-37.1pp | 425.95%-404.7pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,158 | $1,535-24.5% | $3,674-68.5% | $2,631-56.0% |
| Participant deferral / active EE | $2,504 | $2,671-6.2% | $4,083-38.7% | $4,212-40.5% |
| Admin fee / account holder | $670 | $4,497-85.1% | $6,065-89.0% | $7,344-90.9% |