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 | $41,185 | $117,983-65.1% | $101,794-59.5% | $142,382-71.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 16.45% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,696 | $2,773-38.8% | $2,289-25.9% | $4,299-60.6% |
| Participant deferral / active EE | $2,027 | $4,714-57.0% | $4,084-50.4% | $6,507-68.8% |
| Admin fee / account holder | $1,081 | $10,433-89.6% | $8,777-87.7% | $12,624-91.4% |