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 8-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 | $81,192 | $76,407+6.3% | $150,298-46.0% | $82,448-1.5% |
| Participation rate | 63.0% | 66.4%-3.4pp | 77.8%-14.8pp | 68.1%-5.1pp |
| Annual return | 19.04% | 39.99%-20.9pp | 62.79%-43.7pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,931 | $2,614+12.1% | $4,154-29.4% | $2,551+14.9% |
| Participant deferral / active EE | $6,021 | $3,214+87.3% | $5,453+10.4% | $4,139+45.5% |
| Admin fee / account holder | $708 | $6,352-88.9% | $14,116-95.0% | $7,234-90.2% |