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 | $76,589 | $80,705-5.1% | $115,768-33.8% | $67,986+12.7% |
| Participation rate | 45.1% | 63.0%-17.9pp | 74.4%-29.3pp | 57.2%-12.1pp |
| Annual return | 18.20% | 18.49%-0.3pp | 100.46%-82.3pp | 31.67%-13.5pp |
| Employer contribution / active EE | $1,584 | $2,046-22.6% | $2,940-46.1% | $2,019-21.6% |
| Participant deferral / active EE | $3,042 | $3,559-14.5% | $4,917-38.1% | $3,358-9.4% |
| Admin fee / account holder | $3,777 | $4,135-8.7% | $12,439-69.6% | $3,203+17.9% |