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 | $65,445 | $78,422-16.5% | $95,952-31.8% | $79,858-18.0% |
| Participation rate | 56.3% | 73.5%-17.2pp | 77.1%-20.8pp | 69.6%-13.3pp |
| Annual return | 18.44% | 19.37%-0.9pp | 91.61%-73.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,678 | $1,945-13.7% | $2,541-33.9% | $2,471-32.1% |
| Participant deferral / active EE | $2,515 | $3,440-26.9% | $4,167-39.6% | $3,740-32.8% |
| Admin fee / account holder | $13,348 | $5,622+137.4% | $6,795+96.4% | $5,306+151.5% |