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 | $53,769 | $81,248-33.8% | $155,509-65.4% | $80,856-33.5% |
| Participation rate | 43.2% | 66.2%-23.0pp | 78.2%-35.0pp | 67.6%-24.5pp |
| Annual return | 16.29% | 33.31%-17.0pp | 64.67%-48.4pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,060 | $3,100-65.8% | $4,672-77.3% | $2,755-61.5% |
| Participant deferral / active EE | $2,626 | $3,452-23.9% | $5,626-53.3% | $4,296-38.9% |
| Admin fee / account holder | $9,308 | $7,997+16.4% | $15,912-41.5% | $6,918+34.6% |