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 10-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 | $43,773 | $53,777-18.6% | $134,143-67.4% | $79,858-45.2% |
| Participation rate | 42.7% | 58.8%-16.1pp | 72.2%-29.5pp | 69.6%-26.9pp |
| Annual return | 17.71% | 19.01%-1.3pp | 36.33%-18.6pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,443 | $1,321+9.2% | $3,704-61.0% | $2,471-41.6% |
| Participant deferral / active EE | $2,205 | $2,420-8.9% | $3,499-37.0% | $3,740-41.0% |
| Admin fee / account holder | $2,272 | $3,984-43.0% | $6,684-66.0% | $5,306-57.2% |