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 7-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 | $43,213 | $112,729-61.7% | $98,716-56.2% | $137,256-68.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 15.21% | 38.48%-23.3pp | 31.81%-16.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,113 | $2,725+14.2% | $2,279+36.6% | $4,156-25.1% |
| Participant deferral / active EE | $5,033 | $4,640+8.5% | $4,048+24.3% | $6,407-21.5% |
| Admin fee / account holder | $457 | $10,129-95.5% | $8,703-94.7% | $12,270-96.3% |