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 9-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 | $33,172 | $79,449-58.2% | $189,557-82.5% | $85,850-61.4% |
| Participation rate | 52.4% | 66.0%-13.6pp | 78.4%-26.1pp | 69.3%-16.9pp |
| Annual return | 13.70% | 18.45%-4.7pp | 64.17%-50.5pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,539 | $2,081-26.0% | $4,412-65.1% | $2,565-40.0% |
| Participant deferral / active EE | $2,671 | $4,051-34.1% | $6,174-56.7% | $3,952-32.4% |
| Admin fee / account holder | $2,314 | $5,377-57.0% | $9,807-76.4% | $6,260-63.0% |