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 5-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 | $54,687 | $58,627-6.7% | $76,735-28.7% | $82,448-33.7% |
| Participation rate | 64.0% | 63.2%+0.8pp | 69.5%-5.5pp | 68.1%-4.1pp |
| Annual return | 16.90% | 39.10%-22.2pp | 29.77%-12.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $883 | $1,729-49.0% | $2,454-64.0% | $2,551-65.4% |
| Participant deferral / active EE | $6,601 | $3,134+110.7% | $4,088+61.5% | $4,139+59.5% |
| Admin fee / account holder | $2,764 | $5,323-48.1% | $7,189-61.6% | $7,234-61.8% |