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 5-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 | $45,005 | $109,881-59.0% | $150,045-70.0% | $84,808-46.9% |
| Participation rate | 64.8% | 76.1%-11.3pp | 82.3%-17.5pp | 68.3%-3.5pp |
| Annual return | 30.35% | 28.25%+2.1pp | 62.55%-32.2pp | 40.90%-10.5pp |
| Employer contribution / active EE | $2,570 | $3,561-27.8% | $4,693-45.2% | $2,631-2.3% |
| Participant deferral / active EE | $6,612 | $6,636-0.4% | $7,997-17.3% | $4,212+57.0% |
| Admin fee / account holder | $2,789 | $8,568-67.4% | $13,435-79.2% | $7,344-62.0% |