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 | $74,924 | $73,933+1.3% | $96,683-22.5% | $75,163-0.3% |
| Participation rate | 52.9% | 66.4%-13.5pp | 74.3%-21.4pp | 67.2%-14.3pp |
| Annual return | 17.98% | 26.70%-8.7pp | 35.69%-17.7pp | 160.62%-142.6pp |
| Employer contribution / active EE | $941 | $2,928-67.9% | $3,737-74.8% | $2,670-64.8% |
| Participant deferral / active EE | $4,221 | $3,659+15.4% | $4,878-13.5% | $4,125+2.3% |
| Admin fee / account holder | $5,133 | $5,216-1.6% | $6,730-23.7% | $5,651-9.2% |