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 | $42,460 | $109,881-61.4% | $150,045-71.7% | $84,808-49.9% |
| Participation rate | 67.3% | 76.1%-8.8pp | 82.3%-15.0pp | 68.3%-1.0pp |
| Annual return | 40.06% | 28.25%+11.8pp | 62.55%-22.5pp | 40.90%-0.8pp |
| Employer contribution / active EE | $3,339 | $3,561-6.2% | $4,693-28.8% | $2,631+26.9% |
| Participant deferral / active EE | $6,362 | $6,636-4.1% | $7,997-20.4% | $4,212+51.1% |
| Admin fee / account holder | $10,606 | $8,568+23.8% | $13,435-21.1% | $7,344+44.4% |