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 | $37,138 | $108,825-65.9% | $156,181-76.2% | $82,448-55.0% |
| Participation rate | 42.9% | 72.4%-29.5pp | 78.8%-36.0pp | 68.1%-25.2pp |
| Annual return | 31.47% | 20.59%+10.9pp | 64.87%-33.4pp | 41.64%-10.2pp |
| Employer contribution / active EE | $1,471 | $2,870-48.7% | $4,294-65.7% | $2,551-42.3% |
| Participant deferral / active EE | $4,538 | $4,577-0.9% | $6,132-26.0% | $4,139+9.6% |
| Admin fee / account holder | $3,501 | $9,341-62.5% | $14,586-76.0% | $7,234-51.6% |