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 | $30,185 | $95,266-68.3% | $82,389-63.4% | $142,382-78.8% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.5%-7.0pp | 80.1%-17.6pp |
| Annual return | 14.31% | 25.74%-11.4pp | 28.67%-14.4pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,725 | $2,991-42.3% | $2,517-31.5% | $4,299-59.9% |
| Participant deferral / active EE | $4,801 | $4,809-0.2% | $4,155+15.6% | $6,507-26.2% |
| Admin fee / account holder | $2,669 | $8,563-68.8% | $7,231-63.1% | $12,624-78.9% |