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 | $127,046 | $148,978-14.7% | $200,582-36.7% | $84,808+49.8% |
| Participation rate | 63.4% | 84.2%-20.8pp | 86.9%-23.5pp | 68.3%-4.9pp |
| Annual return | 18.22% | 28.16%-9.9pp | 42.33%-24.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,589 | $4,815-46.2% | $6,419-59.7% | $2,631-1.6% |
| Participant deferral / active EE | $4,922 | $7,142-31.1% | $9,331-47.2% | $4,212+16.9% |
| Admin fee / account holder | $907 | $13,977-93.5% | $16,305-94.4% | $7,344-87.6% |