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 | $69,608 | $138,385-49.7% | $184,200-62.2% | $80,874-13.9% |
| Participation rate | 68.9% | 83.9%-15.0pp | 86.8%-17.9pp | 67.6%+1.2pp |
| Annual return | 18.30% | 20.02%-1.7pp | 28.80%-10.5pp | 35.62%-17.3pp |
| Employer contribution / active EE | $4,751 | $4,849-2.0% | $6,424-26.0% | $2,756+72.4% |
| Participant deferral / active EE | $6,748 | $7,073-4.6% | $9,132-26.1% | $4,297+57.1% |
| Admin fee / account holder | $3,981 | $10,483-62.0% | $13,907-71.4% | $6,935-42.6% |