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 | $23,538 | $81,460-71.1% | $103,333-77.2% | $80,856-70.9% |
| Participation rate | 44.2% | 66.8%-22.6pp | 74.5%-30.3pp | 67.6%-23.4pp |
| Annual return | 37.94% | 25.55%+12.4pp | 24.88%+13.1pp | 35.59%+2.3pp |
| Employer contribution / active EE | $1,229 | $3,105-60.4% | $3,868-68.2% | $2,755-55.4% |
| Participant deferral / active EE | $2,894 | $3,869-25.2% | $5,057-42.8% | $4,296-32.6% |
| Admin fee / account holder | $2,565 | $6,566-60.9% | $8,355-69.3% | $6,918-62.9% |