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 | $26,767 | $77,503-65.5% | $100,391-73.3% | $80,856-66.9% |
| Participation rate | 65.0% | 76.9%-11.9pp | 81.5%-16.5pp | 67.6%-2.6pp |
| Annual return | 24.71% | 37.20%-12.5pp | 49.20%-24.5pp | 35.59%-10.9pp |
| Employer contribution / active EE | $2,148 | $2,801-23.3% | $3,942-45.5% | $2,755-22.0% |
| Participant deferral / active EE | $5,205 | $6,820-23.7% | $8,082-35.6% | $4,296+21.2% |
| Admin fee / account holder | $599 | $5,897-89.8% | $7,899-92.4% | $6,918-91.3% |