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 | $30,013 | $77,899-61.5% | $149,673-79.9% | $75,163-60.1% |
| Participation rate | 58.3% | 65.6%-7.2pp | 78.8%-20.4pp | 67.2%-8.9pp |
| Annual return | 13.54% | 31.72%-18.2pp | 134.42%-120.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,563 | $3,137-50.2% | $4,818-67.6% | $2,670-41.5% |
| Participant deferral / active EE | $3,782 | $3,411+10.9% | $5,680-33.4% | $4,125-8.3% |
| Admin fee / account holder | $1,893 | $5,956-68.2% | $13,210-85.7% | $5,651-66.5% |