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 9-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 | $83,174 | $72,277+15.1% | $101,248-17.9% | $79,858+4.2% |
| Participation rate | 54.1% | 68.5%-14.4pp | 75.8%-21.8pp | 69.6%-15.6pp |
| Annual return | 13.87% | 22.30%-8.4pp | 46.47%-32.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $828 | $2,692-69.2% | $3,660-77.4% | $2,471-66.5% |
| Participant deferral / active EE | $3,224 | $3,282-1.8% | $4,370-26.2% | $3,740-13.8% |
| Admin fee / account holder | $601 | $4,400-86.3% | $5,945-89.9% | $5,306-88.7% |