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 | $54,360 | $89,753-39.4% | $107,525-49.4% | $84,808-35.9% |
| Participation rate | 44.0% | 68.1%-24.1pp | 75.1%-31.1pp | 68.3%-24.3pp |
| Annual return | 15.07% | 29.48%-14.4pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,913 | $3,113-38.6% | $3,754-49.0% | $2,631-27.3% |
| Participant deferral / active EE | $2,891 | $4,056-28.7% | $5,116-43.5% | $4,212-31.3% |
| Admin fee / account holder | $7,464 | $7,222+3.4% | $8,919-16.3% | $7,344+1.6% |