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 4-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 | $37,604 | $63,703-41.0% | $93,063-59.6% | $82,448-54.4% |
| Participation rate | 58.8% | 63.8%-5.0pp | 72.1%-13.3pp | 68.1%-9.2pp |
| Annual return | 17.87% | -775.43%+793.3pp | 34.15%-16.3pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,579 | $1,729-8.7% | $2,476-36.2% | $2,551-38.1% |
| Participant deferral / active EE | $3,769 | $2,919+29.1% | $3,958-4.8% | $4,139-8.9% |
| Admin fee / account holder | $913 | $5,982-84.7% | $6,033-84.9% | $7,234-87.4% |