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 8-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 | $48,959 | $80,717-39.3% | $154,803-68.4% | $84,808-42.3% |
| Participation rate | 64.4% | 66.8%-2.4pp | 78.1%-13.7pp | 68.3%-3.9pp |
| Annual return | 14.48% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,162 | $2,761-21.7% | $4,305-49.8% | $2,631-17.8% |
| Participant deferral / active EE | $4,206 | $3,303+27.3% | $5,540-24.1% | $4,212-0.1% |
| Admin fee / account holder | $6,216 | $6,746-7.8% | $14,329-56.6% | $7,344-15.4% |