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 | $61,355 | $69,515-11.7% | $86,874-29.4% | $85,850-28.5% |
| Participation rate | 66.2% | 66.3%-0.1pp | 71.6%-5.4pp | 69.3%-3.1pp |
| Annual return | 20.63% | 20.12%+0.5pp | 63.52%-42.9pp | 318.53%-297.9pp |
| Employer contribution / active EE | $639 | $1,880-66.0% | $2,495-74.4% | $2,565-75.1% |
| Participant deferral / active EE | $1,689 | $2,919-42.1% | $3,699-54.3% | $3,952-57.3% |
| Admin fee / account holder | $2,057 | $5,972-65.6% | $5,828-64.7% | $6,260-67.1% |