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 | $24,411 | $80,717-69.8% | $154,803-84.2% | $84,808-71.2% |
| Participation rate | 46.9% | 66.8%-19.9pp | 78.1%-31.2pp | 68.3%-21.4pp |
| Annual return | 19.76% | 37.96%-18.2pp | 58.88%-39.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,342 | $2,761-15.2% | $4,305-45.6% | $2,631-11.0% |
| Participant deferral / active EE | $3,256 | $3,303-1.4% | $5,540-41.2% | $4,212-22.7% |
| Admin fee / account holder | $9,730 | $6,746+44.2% | $14,329-32.1% | $7,344+32.5% |