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 5-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 | $30,117 | $60,892-50.5% | $82,389-63.4% | $84,808-64.5% |
| Participation rate | 65.5% | 63.3%+2.2pp | 69.5%-4.0pp | 68.3%-2.8pp |
| Annual return | 17.15% | 37.29%-20.1pp | 28.67%-11.5pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,668 | $1,779-6.3% | $2,517-33.7% | $2,631-36.6% |
| Participant deferral / active EE | $3,378 | $3,179+6.3% | $4,155-18.7% | $4,212-19.8% |
| Admin fee / account holder | $756 | $5,467-86.2% | $7,231-89.5% | $7,344-89.7% |