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 | $30,377 | $73,933-58.9% | $96,683-68.6% | $75,163-59.6% |
| Participation rate | 61.5% | 66.4%-4.9pp | 74.3%-12.8pp | 67.2%-5.7pp |
| Annual return | 20.83% | 26.70%-5.9pp | 35.69%-14.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,827 | $2,928-37.6% | $3,737-51.1% | $2,670-31.6% |
| Participant deferral / active EE | $3,188 | $3,659-12.9% | $4,878-34.6% | $4,125-22.7% |
| Admin fee / account holder | $1,580 | $5,216-69.7% | $6,730-76.5% | $5,651-72.0% |