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 | $99,588 | $138,347-28.0% | $184,203-45.9% | $80,856+23.2% |
| Participation rate | 69.2% | 83.9%-14.6pp | 86.8%-17.6pp | 67.6%+1.6pp |
| Annual return | 15.30% | 20.02%-4.7pp | 28.81%-13.5pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,688 | $4,850-44.6% | $6,427-58.2% | $2,755-2.4% |
| Participant deferral / active EE | $3,729 | $7,071-47.3% | $9,131-59.2% | $4,296-13.2% |
| Admin fee / account holder | $1,440 | $10,483-86.3% | $13,901-89.6% | $6,918-79.2% |