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 7-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 | $64,531 | $64,121+0.6% | $78,805-18.1% | $116,875-44.8% |
| Participation rate | 33.3% | 71.0%-37.6pp | 73.6%-40.2pp | 74.5%-41.2pp |
| Annual return | 19.07% | 16.32%+2.7pp | -2.71%+21.8pp | 16.29%+2.8pp |
| Employer contribution / active EE | $724 | $2,257-67.9% | $4,059-82.2% | $3,288-78.0% |
| Participant deferral / active EE | $3,475 | $2,757+26.1% | $3,584-3.0% | $3,885-10.5% |
| Admin fee / account holder | $455 | $5,745-92.1% | $5,677-92.0% | $12,263-96.3% |