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 | $125,493 | $138,347-9.3% | $184,203-31.9% | $80,856+55.2% |
| Participation rate | 69.7% | 83.9%-14.2pp | 86.8%-17.1pp | 67.6%+2.1pp |
| Annual return | 13.99% | 20.02%-6.0pp | 28.81%-14.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,154 | $4,850-35.0% | $6,427-50.9% | $2,755+14.5% |
| Participant deferral / active EE | $6,112 | $7,071-13.6% | $9,131-33.1% | $4,296+42.3% |
| Admin fee / account holder | $2,238 | $10,483-78.7% | $13,901-83.9% | $6,918-67.6% |