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 | $48,990 | $49,915-1.9% | $154,803-68.4% | $74,304-34.1% |
| Participation rate | 53.0% | 54.0%-1.0pp | 78.1%-25.1pp | 60.3%-7.4pp |
| Annual return | 19.90% | 34.06%-14.2pp | 58.88%-39.0pp | 29.43%-9.5pp |
| Employer contribution / active EE | $1,209 | $1,611-25.0% | $4,305-71.9% | $2,241-46.0% |
| Participant deferral / active EE | $3,531 | $2,255+56.6% | $5,540-36.3% | $3,767-6.3% |
| Admin fee / account holder | $11,560 | $2,189+428.1% | $14,329-19.3% | $2,969+289.4% |