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 | $31,283 | $20,316+54.0% | $66,042-52.6% | $74,304-57.9% |
| Participation rate | 48.8% | 62.8%-13.9pp | 67.5%-18.7pp | 60.3%-11.5pp |
| Annual return | 21.21% | 28.10%-6.9pp | 52.11%-30.9pp | 29.43%-8.2pp |
| Employer contribution / active EE | $1,604 | $745+115.5% | $1,579+1.6% | $2,241-28.4% |
| Participant deferral / active EE | $2,768 | $1,615+71.4% | $2,835-2.4% | $3,767-26.5% |
| Admin fee / account holder | $7,367 | $1,668+341.6% | $5,747+28.2% | $2,969+148.2% |