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 3-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 | $30,792 | $117,983-73.9% | $101,794-69.8% | $142,382-78.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 33.23% | 36.92%-3.7pp | 30.53%+2.7pp | 217.08%-183.8pp |
| Employer contribution / active EE | $1,760 | $2,773-36.5% | $2,289-23.1% | $4,299-59.1% |
| Participant deferral / active EE | $4,084 | $4,714-13.4% | $4,0840% | $6,507-37.2% |
| Admin fee / account holder | $1,455 | $10,433-86.1% | $8,777-83.4% | $12,624-88.5% |