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 | $36,570 | $81,460-55.1% | $103,333-64.6% | $80,856-54.8% |
| Participation rate | 59.4% | 66.8%-7.4pp | 74.5%-15.1pp | 67.6%-8.2pp |
| Annual return | 12.07% | 25.55%-13.5pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,113 | $3,105-32.0% | $3,868-45.4% | $2,755-23.3% |
| Participant deferral / active EE | $4,666 | $3,869+20.6% | $5,057-7.7% | $4,296+8.6% |
| Admin fee / account holder | $3,424 | $6,566-47.9% | $8,355-59.0% | $6,918-50.5% |