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 | $39,267 | $65,561-40.1% | $91,541-57.1% | $74,304-47.2% |
| Participation rate | 43.7% | 56.6%-12.9pp | 69.8%-26.1pp | 60.3%-16.7pp |
| Annual return | 19.90% | 17.68%+2.2pp | 20.50%-0.6pp | 29.43%-9.5pp |
| Employer contribution / active EE | $1,268 | $1,717-26.2% | $2,505-49.4% | $2,241-43.4% |
| Participant deferral / active EE | $2,362 | $2,918-19.1% | $4,008-41.1% | $3,767-37.3% |
| Admin fee / account holder | $1,511 | $3,333-54.7% | $6,956-78.3% | $2,969-49.1% |