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 | $79,987 | $93,571-14.5% | $135,903-41.1% | $75,163+6.4% |
| Participation rate | 53.6% | 75.2%-21.6pp | 81.9%-28.3pp | 67.2%-13.6pp |
| Annual return | 15.24% | 30.90%-15.7pp | 68.23%-53.0pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,931 | $3,537-45.4% | $4,856-60.2% | $2,670-27.7% |
| Participant deferral / active EE | $4,422 | $6,404-31.0% | $7,758-43.0% | $4,125+7.2% |
| Admin fee / account holder | $4,421 | $6,975-36.6% | $10,762-58.9% | $5,651-21.8% |