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 | $41,928 | $109,413-61.7% | $156,263-73.2% | $84,808-50.6% |
| Participation rate | 51.9% | 72.7%-20.8pp | 78.9%-27.1pp | 68.3%-16.5pp |
| Annual return | 19.90% | 20.18%-0.3pp | 59.47%-39.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,844 | $2,907-36.6% | $4,333-57.4% | $2,631-29.9% |
| Participant deferral / active EE | $3,740 | $4,590-18.5% | $6,158-39.3% | $4,212-11.2% |
| Admin fee / account holder | $4,458 | $9,357-52.4% | $14,255-68.7% | $7,344-39.3% |