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 6-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 | $47,280 | $98,652-52.1% | $142,942-66.9% | $82,448-42.7% |
| Participation rate | 44.4% | 72.8%-28.3pp | 76.8%-32.4pp | 68.1%-23.6pp |
| Annual return | 16.65% | 22.65%-6.0pp | 113.70%-97.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,575 | $3,211-50.9% | $4,139-61.9% | $2,551-38.2% |
| Participant deferral / active EE | $3,123 | $5,580-44.0% | $7,128-56.2% | $4,139-24.5% |
| Admin fee / account holder | $2,438 | $8,078-69.8% | $12,475-80.5% | $7,234-66.3% |