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 5-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 | $56,058 | $77,314-27.5% | $177,989-68.5% | $80,856-30.7% |
| Participation rate | 59.1% | 65.7%-6.6pp | 77.1%-18.0pp | 67.6%-8.5pp |
| Annual return | 12.53% | 18.09%-5.6pp | 294.48%-281.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,352 | $2,292-41.0% | $3,949-65.8% | $2,755-50.9% |
| Participant deferral / active EE | $3,202 | $4,411-27.4% | $6,276-49.0% | $4,296-25.5% |
| Admin fee / account holder | $13,820 | $7,191+92.2% | $10,363+33.4% | $6,918+99.8% |