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 | $72,252 | $61,272+17.9% | $149,673-51.7% | $71,457+1.1% |
| Participation rate | 68.0% | 62.5%+5.5pp | 78.8%-10.8pp | 67.9%0pp |
| Annual return | 15.23% | 35.85%-20.6pp | 134.42%-119.2pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,628 | $2,378-31.5% | $4,818-66.2% | $2,588-37.1% |
| Participant deferral / active EE | $4,732 | $2,917+62.2% | $5,680-16.7% | $4,289+10.3% |
| Admin fee / account holder | $1,318 | $1,261+4.5% | $13,210-90.0% | $1,587-16.9% |