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 3-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 | $59,471 | $95,266-37.6% | $82,389-27.8% | $142,382-58.2% |
| Participation rate | 68.4% | 74.5%-6.0pp | 69.5%-1.1pp | 80.1%-11.7pp |
| Annual return | 21.42% | 25.74%-4.3pp | 28.67%-7.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,039 | $2,991+1.6% | $2,517+20.7% | $4,299-29.3% |
| Participant deferral / active EE | $6,320 | $4,809+31.4% | $4,155+52.1% | $6,507-2.9% |
| Admin fee / account holder | $1,550 | $8,563-81.9% | $7,231-78.6% | $12,624-87.7% |