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 | $36,457 | $64,480-43.5% | $81,382-55.2% | $80,856-54.9% |
| Participation rate | 56.7% | 63.9%-7.2pp | 69.5%-12.8pp | 67.6%-11.0pp |
| Annual return | 10.91% | 16.34%-5.4pp | 24.73%-13.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,928 | $1,978-2.5% | $2,463-21.7% | $2,755-30.0% |
| Participant deferral / active EE | $4,253 | $3,094+37.5% | $3,883+9.5% | $4,296-1.0% |
| Admin fee / account holder | $10,886 | $5,671+92.0% | $5,768+88.7% | $6,918+57.4% |