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 | $73,873 | $48,076+53.7% | $78,689-6.1% | $62,891+17.5% |
| Participation rate | 62.3% | 65.2%-2.9pp | 73.6%-11.3pp | 69.3%-7.0pp |
| Annual return | 5.56% | 31.35%-25.8pp | 62.18%-56.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,660 | $2,015-17.6% | $2,851-41.8% | $2,281-27.2% |
| Participant deferral / active EE | $3,399 | $2,588+31.3% | $3,517-3.4% | $3,203+6.1% |
| Admin fee / account holder | $4,196 | $3,207+30.8% | $4,510-7.0% | $4,296-2.3% |