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 | $73,198 | $60,892+20.2% | $82,389-11.2% | $84,808-13.7% |
| Participation rate | 8.8% | 63.3%-54.4pp | 69.5%-60.7pp | 68.3%-59.5pp |
| Annual return | 15.66% | 37.29%-21.6pp | 28.67%-13.0pp | 40.90%-25.2pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,053 | $3,179-35.4% | $4,155-50.6% | $4,212-51.3% |
| Admin fee / account holder | $2,754 | $5,467-49.6% | $7,231-61.9% | $7,344-62.5% |