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 | $31,578 | $60,022-47.4% | $88,946-64.5% | $84,808-62.8% |
| Participation rate | 64.5% | 57.8%+6.7pp | 68.8%-4.3pp | 68.3%-3.8pp |
| Annual return | 47.03% | 22.43%+24.6pp | 57.82%-10.8pp | 40.90%+6.1pp |
| Employer contribution / active EE | $1,936 | $1,703+13.7% | $2,555-24.2% | $2,631-26.4% |
| Participant deferral / active EE | $3,291 | $3,114+5.7% | $4,581-28.2% | $4,212-21.8% |
| Admin fee / account holder | $2,632 | $4,811-45.3% | $8,261-68.1% | $7,344-64.2% |