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 | $58,280 | $124,425-53.2% | $112,040-48.0% | $137,256-57.5% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 14.91% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,992 | $3,411-41.6% | $2,954-32.6% | $4,156-52.1% |
| Participant deferral / active EE | $4,684 | $5,718-18.1% | $5,098-8.1% | $6,407-26.9% |
| Admin fee / account holder | $437 | $15,207-97.1% | $12,098-96.4% | $12,270-96.4% |