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 | $58,000 | $80,717-28.1% | $154,803-62.5% | $84,808-31.6% |
| Participation rate | 36.0% | 66.8%-30.8pp | 78.1%-42.1pp | 68.3%-32.3pp |
| Annual return | 21.27% | 37.96%-16.7pp | 58.88%-37.6pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,638 | $2,761-40.7% | $4,305-62.0% | $2,631-37.7% |
| Participant deferral / active EE | $3,356 | $3,303+1.6% | $5,540-39.4% | $4,212-20.3% |
| Admin fee / account holder | $2,091 | $6,746-69.0% | $14,329-85.4% | $7,344-71.5% |