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 | $70,633 | $100,923-30.0% | $150,045-52.9% | $74,304-4.9% |
| Participation rate | 44.7% | 70.1%-25.3pp | 82.3%-37.6pp | 60.3%-15.6pp |
| Annual return | 21.12% | 51.77%-30.6pp | 62.55%-41.4pp | 29.43%-8.3pp |
| Employer contribution / active EE | $1,494 | $3,463-56.8% | $4,693-68.2% | $2,241-33.3% |
| Participant deferral / active EE | $3,633 | $6,709-45.9% | $7,997-54.6% | $3,767-3.6% |
| Admin fee / account holder | $6,567 | $2,767+137.4% | $13,435-51.1% | $2,969+121.2% |