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 7-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 | $64,003 | $54,762+16.9% | $90,281-29.1% | $72,985-12.3% |
| Participation rate | 43.9% | 65.1%-21.2pp | 73.3%-29.4pp | 69.5%-25.6pp |
| Annual return | 27.16% | 30.63%-3.5pp | 78.10%-50.9pp | 81.00%-53.8pp |
| Employer contribution / active EE | $394 | $2,092-81.2% | $2,854-86.2% | $2,440-83.9% |
| Participant deferral / active EE | $2,373 | $2,887-17.8% | $3,885-38.9% | $3,607-34.2% |
| Admin fee / account holder | $3,574 | $3,972-10.0% | $5,351-33.2% | $5,124-30.2% |