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 10-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 | $16,921 | $48,076-64.8% | $78,689-78.5% | $62,891-73.1% |
| Participation rate | 63.0% | 65.2%-2.2pp | 73.6%-10.6pp | 69.3%-6.3pp |
| Annual return | 5.69% | 31.35%-25.7pp | 62.18%-56.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,588 | $2,015-21.2% | $2,851-44.3% | $2,281-30.4% |
| Participant deferral / active EE | $3,347 | $2,588+29.3% | $3,517-4.8% | $3,203+4.5% |
| Admin fee / account holder | $866 | $3,207-73.0% | $4,510-80.8% | $4,296-79.8% |