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 | $21,355 | $80,717-73.5% | $154,803-86.2% | $84,808-74.8% |
| Participation rate | 68.8% | 66.8%+1.9pp | 78.1%-9.3pp | 68.3%+0.4pp |
| Annual return | 28.90% | 37.96%-9.1pp | 58.88%-30.0pp | 40.90%-12.0pp |
| Employer contribution / active EE | $1,221 | $2,761-55.8% | $4,305-71.6% | $2,631-53.6% |
| Participant deferral / active EE | $2,890 | $3,303-12.5% | $5,540-47.8% | $4,212-31.4% |
| Admin fee / account holder | $737 | $6,746-89.1% | $14,329-94.9% | $7,344-90.0% |