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 | $38,732 | $68,573-43.5% | $120,368-67.8% | $80,874-52.1% |
| Participation rate | 60.0% | 61.6%-1.6pp | 71.9%-11.9pp | 67.6%-7.6pp |
| Annual return | 18.25% | 23.61%-5.4pp | 107.26%-89.0pp | 35.62%-17.4pp |
| Employer contribution / active EE | $1,281 | $2,052-37.6% | $3,465-63.0% | $2,756-53.5% |
| Participant deferral / active EE | $2,008 | $3,174-36.7% | $4,991-59.8% | $4,297-53.3% |
| Admin fee / account holder | $2,554 | $5,734-55.5% | $9,429-72.9% | $6,935-63.2% |