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 | $60,032 | $81,248-26.1% | $155,509-61.4% | $80,856-25.8% |
| Participation rate | 58.0% | 66.2%-8.3pp | 78.2%-20.2pp | 67.6%-9.7pp |
| Annual return | 14.14% | 33.31%-19.2pp | 64.67%-50.5pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,575 | $3,100-16.9% | $4,672-44.9% | $2,755-6.5% |
| Participant deferral / active EE | $4,479 | $3,452+29.8% | $5,626-20.4% | $4,296+4.3% |
| Admin fee / account holder | $7,578 | $7,997-5.2% | $15,912-52.4% | $6,918+9.5% |