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 | $69,946 | $57,057+22.6% | $85,009-17.7% | $80,874-13.5% |
| Participation rate | 54.5% | 56.4%-1.8pp | 67.5%-13.0pp | 67.6%-13.1pp |
| Annual return | 19.01% | 21.66%-2.7pp | 66.47%-47.5pp | 35.62%-16.6pp |
| Employer contribution / active EE | $1,980 | $1,799+10.1% | $2,728-27.4% | $2,756-28.2% |
| Participant deferral / active EE | $3,723 | $3,112+19.7% | $4,522-17.7% | $4,297-13.3% |
| Admin fee / account holder | $1,042 | $4,986-79.1% | $6,153-83.1% | $6,935-85.0% |