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 6-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 | $43,658 | $87,013-49.8% | $106,213-58.9% | $80,856-46.0% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.6%-1.0pp |
| Annual return | 10.74% | 17.05%-6.3pp | 116.14%-105.4pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,857 | $2,395-22.5% | $3,171-41.4% | $2,755-32.6% |
| Participant deferral / active EE | $3,556 | $3,986-10.8% | $5,016-29.1% | $4,296-17.2% |
| Admin fee / account holder | $1,705 | $8,431-79.8% | $11,033-84.6% | $6,918-75.4% |