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 | $48,719 | $41,377+17.7% | $109,313-55.4% | $62,891-22.5% |
| Participation rate | 44.2% | 57.5%-13.4pp | 71.3%-27.1pp | 69.3%-25.1pp |
| Annual return | 7.32% | 11.05%-3.7pp | 22.07%-14.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $349 | $1,276-72.7% | $3,892-91.0% | $2,281-84.7% |
| Participant deferral / active EE | $2,082 | $2,045+1.8% | $3,166-34.2% | $3,203-35.0% |
| Admin fee / account holder | $4,065 | $2,884+41.0% | $5,666-28.3% | $4,296-5.4% |