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 9-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 | $55,556 | $49,915+11.3% | $154,803-64.1% | $74,304-25.2% |
| Participation rate | 35.3% | 54.0%-18.7pp | 78.1%-42.8pp | 60.3%-25.1pp |
| Annual return | 17.03% | 34.06%-17.0pp | 58.88%-41.8pp | 29.43%-12.4pp |
| Employer contribution / active EE | $789 | $1,611-51.1% | $4,305-81.7% | $2,241-64.8% |
| Participant deferral / active EE | $1,760 | $2,255-22.0% | $5,540-68.2% | $3,767-53.3% |
| Admin fee / account holder | $3,237 | $2,189+47.9% | $14,329-77.4% | $2,969+9.0% |