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 | $41,463 | $48,230-14.0% | $67,502-38.6% | $80,856-48.7% |
| Participation rate | 59.2% | 66.4%-7.2pp | 72.9%-13.7pp | 67.6%-8.5pp |
| Annual return | 16.06% | 18.28%-2.2pp | 3512.12%-3496.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,964 | $2,020-2.8% | $2,731-28.1% | $2,755-28.7% |
| Participant deferral / active EE | $3,729 | $2,924+27.6% | $4,000-6.8% | $4,296-13.2% |
| Admin fee / account holder | $35,557 | $3,681+865.9% | $3,998+789.5% | $6,918+414.0% |