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 4-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 | $67,122 | $86,944-22.8% | $107,525-37.6% | $74,304-9.7% |
| Participation rate | 68.6% | 59.6%+9.1pp | 75.1%-6.4pp | 60.3%+8.3pp |
| Annual return | 30.19% | 23.52%+6.7pp | 181.32%-151.1pp | 29.43%+0.8pp |
| Employer contribution / active EE | $870 | $2,757-68.4% | $3,754-76.8% | $2,241-61.2% |
| Participant deferral / active EE | $3,785 | $3,554+6.5% | $5,116-26.0% | $3,767+0.5% |
| Admin fee / account holder | $1,740 | $3,727-53.3% | $8,919-80.5% | $2,969-41.4% |