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 | $26,354 | $73,933-64.4% | $96,683-72.7% | $75,163-64.9% |
| Participation rate | 61.7% | 66.4%-4.7pp | 74.3%-12.6pp | 67.2%-5.5pp |
| Annual return | 29.81% | 26.70%+3.1pp | 35.69%-5.9pp | 160.62%-130.8pp |
| Employer contribution / active EE | $2,290 | $2,928-21.8% | $3,737-38.7% | $2,670-14.2% |
| Participant deferral / active EE | $2,784 | $3,659-23.9% | $4,878-42.9% | $4,125-32.5% |
| Admin fee / account holder | $3,260 | $5,216-37.5% | $6,730-51.5% | $5,651-42.3% |