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 7-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 | $42,909 | $57,016-24.7% | $84,966-49.5% | $80,856-46.9% |
| Participation rate | 57.4% | 56.3%+1.1pp | 67.5%-10.1pp | 67.6%-10.2pp |
| Annual return | 13.22% | 21.66%-8.4pp | 66.38%-53.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,728 | $1,798-3.9% | $2,727-36.6% | $2,755-37.3% |
| Participant deferral / active EE | $3,583 | $3,110+15.2% | $4,519-20.7% | $4,296-16.6% |
| Admin fee / account holder | $6,907 | $4,980+38.7% | $6,149+12.3% | $6,918-0.2% |