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 | $74,837 | $72,277+3.5% | $101,248-26.1% | $79,858-6.3% |
| Participation rate | 63.0% | 68.5%-5.4pp | 75.8%-12.8pp | 69.6%-6.6pp |
| Annual return | 14.71% | 22.30%-7.6pp | 46.47%-31.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,192 | $2,692-55.7% | $3,660-67.4% | $2,471-51.8% |
| Participant deferral / active EE | $2,736 | $3,282-16.6% | $4,370-37.4% | $3,740-26.8% |
| Admin fee / account holder | $6,475 | $4,400+47.1% | $5,945+8.9% | $5,306+22.0% |