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 | $55,003 | $81,460-32.5% | $103,333-46.8% | $80,856-32.0% |
| Participation rate | 62.5% | 66.8%-4.3pp | 74.5%-12.0pp | 67.6%-5.1pp |
| Annual return | 18.20% | 25.55%-7.3pp | 24.88%-6.7pp | 35.59%-17.4pp |
| Employer contribution / active EE | $2,308 | $3,105-25.7% | $3,868-40.3% | $2,755-16.2% |
| Participant deferral / active EE | $1,807 | $3,869-53.3% | $5,057-64.3% | $4,296-57.9% |
| Admin fee / account holder | $38,690 | $6,566+489.2% | $8,355+363.1% | $6,918+459.3% |