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 10-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 | $36,673 | $67,606-45.8% | $82,313-55.4% | $70,131-47.7% |
| Participation rate | 65.5% | 72.8%-7.3pp | 76.9%-11.4pp | 69.5%-4.0pp |
| Annual return | 20.73% | 21.57%-0.8pp | 25.88%-5.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $1,886 | $1,755+7.5% | $2,428-22.3% | $2,342-19.5% |
| Participant deferral / active EE | $4,620 | $2,987+54.7% | $3,706+24.7% | $3,332+38.7% |
| Admin fee / account holder | $682 | $4,512-84.9% | $5,608-87.8% | $4,645-85.3% |