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 8-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 | $95,823 | $62,586+53.1% | $76,768+24.8% | $64,186+49.3% |
| Participation rate | 55.0% | 72.8%-17.8pp | 77.0%-22.0pp | 69.6%-14.6pp |
| Annual return | -6.34% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,421 | $1,832-22.5% | $2,485-42.8% | $2,381-40.3% |
| Participant deferral / active EE | $3,505 | $3,145+11.5% | $3,852-9.0% | $3,470+1.0% |
| Admin fee / account holder | $10,835 | $4,667+132.2% | $6,675+62.3% | $4,888+121.7% |