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 | $39,912 | $81,248-50.9% | $155,509-74.3% | $80,856-50.6% |
| Participation rate | 51.8% | 66.2%-14.5pp | 78.2%-26.4pp | 67.6%-15.9pp |
| Annual return | 12.26% | 33.31%-21.0pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,386 | $3,100-55.3% | $4,672-70.3% | $2,755-49.7% |
| Participant deferral / active EE | $2,543 | $3,452-26.3% | $5,626-54.8% | $4,296-40.8% |
| Admin fee / account holder | $3,529 | $7,997-55.9% | $15,912-77.8% | $6,918-49.0% |