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 4-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 | $43,978 | $82,879-46.9% | $96,576-54.5% | $67,986-35.3% |
| Participation rate | 58.3% | 75.2%-16.8pp | 81.4%-23.1pp | 57.2%+1.1pp |
| Annual return | 28.94% | 36.90%-8.0pp | 38.47%-9.5pp | 31.67%-2.7pp |
| Employer contribution / active EE | $3,331 | $2,727+22.1% | $3,553-6.3% | $2,019+65.0% |
| Participant deferral / active EE | $6,840 | $6,976-1.9% | $7,956-14.0% | $3,358+103.7% |
| Admin fee / account holder | $540 | $2,783-80.6% | $11,381-95.3% | $3,203-83.1% |