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 5-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 | $72,555 | $95,803-24.3% | $113,168-35.9% | $84,808-14.4% |
| Participation rate | 66.7% | 72.9%-6.2pp | 76.6%-9.9pp | 68.3%-1.6pp |
| Annual return | 12.43% | 25.00%-12.6pp | 24.27%-11.8pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,211 | $2,360-6.3% | $2,975-25.7% | $2,631-16.0% |
| Participant deferral / active EE | $4,234 | $4,242-0.2% | $5,107-17.1% | $4,212+0.5% |
| Admin fee / account holder | $34,521 | $8,989+284.0% | $12,068+186.1% | $7,344+370.1% |