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 8-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 | $21,179 | $59,839-64.6% | $81,983-74.2% | $79,858-73.5% |
| Participation rate | 60.5% | 61.6%-1.1pp | 69.2%-8.7pp | 69.6%-9.1pp |
| Annual return | 22.11% | 17.56%+4.6pp | 41.31%-19.2pp | 31.71%-9.6pp |
| Employer contribution / active EE | $467 | $1,713-72.8% | $2,498-81.3% | $2,471-81.1% |
| Participant deferral / active EE | $1,983 | $2,695-26.4% | $3,722-46.7% | $3,740-47.0% |
| Admin fee / account holder | $542 | $4,287-87.4% | $5,664-90.4% | $5,306-89.8% |