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 9-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 | $36,397 | $53,777-32.3% | $134,143-72.9% | $79,858-54.4% |
| Participation rate | 66.7% | 58.8%+7.9pp | 72.2%-5.5pp | 69.6%-3.0pp |
| Annual return | 19.56% | 19.01%+0.6pp | 36.33%-16.8pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,059 | $1,321+55.9% | $3,704-44.4% | $2,471-16.7% |
| Participant deferral / active EE | $3,565 | $2,420+47.3% | $3,499+1.9% | $3,740-4.7% |
| Admin fee / account holder | $2,114 | $3,984-46.9% | $6,684-68.4% | $5,306-60.2% |