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 | $96,747 | $109,881-12.0% | $150,045-35.5% | $84,808+14.1% |
| Participation rate | 46.8% | 76.1%-29.3pp | 82.3%-35.5pp | 68.3%-21.5pp |
| Annual return | 18.28% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,690 | $3,561-52.5% | $4,693-64.0% | $2,631-35.8% |
| Participant deferral / active EE | $2,846 | $6,636-57.1% | $7,997-64.4% | $4,212-32.4% |
| Admin fee / account holder | $3,344 | $8,568-61.0% | $13,435-75.1% | $7,344-54.5% |