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 | $30,618 | $85,766-64.3% | $136,294-77.5% | $70,131-56.3% |
| Participation rate | 68.1% | 74.2%-6.0pp | 81.9%-13.8pp | 69.5%-1.4pp |
| Annual return | 27.92% | 31.45%-3.5pp | 5155.94%-5128.0pp | 73.14%-45.2pp |
| Employer contribution / active EE | $1,569 | $2,966-47.1% | $4,695-66.6% | $2,342-33.0% |
| Participant deferral / active EE | $3,128 | $5,051-38.1% | $6,247-49.9% | $3,332-6.1% |
| Admin fee / account holder | $591 | $5,420-89.1% | $9,243-93.6% | $4,645-87.3% |