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 3-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 | $36,721 | $74,927-51.0% | $101,794-63.9% | $84,808-56.7% |
| Participation rate | 57.1% | 61.4%-4.3pp | 69.2%-12.0pp | 68.3%-11.2pp |
| Annual return | 32.00% | 18.70%+13.3pp | 30.53%+1.5pp | 40.90%-8.9pp |
| Employer contribution / active EE | $2,524 | $1,522+65.9% | $2,289+10.3% | $2,631-4.0% |
| Participant deferral / active EE | $4,184 | $3,099+35.0% | $4,084+2.4% | $4,212-0.7% |
| Admin fee / account holder | $2,700 | $6,514-58.5% | $8,777-69.2% | $7,344-63.2% |