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 | $85,149 | $89,698-5.1% | $103,476-17.7% | $80,856+5.3% |
| Participation rate | 51.4% | 76.0%-24.6pp | 80.5%-29.2pp | 67.6%-16.3pp |
| Annual return | 13.38% | 22.78%-9.4pp | 23.90%-10.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,282 | $4,018-68.1% | $4,672-72.6% | $2,755-53.4% |
| Participant deferral / active EE | $3,439 | $5,456-37.0% | $6,623-48.1% | $4,296-19.9% |
| Admin fee / account holder | $19,847 | $6,768+193.2% | $9,413+110.9% | $6,918+186.9% |