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 | $34,972 | $57,016-38.7% | $84,966-58.8% | $80,856-56.7% |
| Participation rate | 58.3% | 56.3%+2.0pp | 67.5%-9.2pp | 67.6%-9.3pp |
| Annual return | 11.31% | 21.66%-10.3pp | 66.38%-55.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,659 | $1,798-7.7% | $2,727-39.2% | $2,755-39.8% |
| Participant deferral / active EE | $2,913 | $3,110-6.3% | $4,519-35.5% | $4,296-32.2% |
| Admin fee / account holder | $2,922 | $4,980-41.3% | $6,149-52.5% | $6,918-57.8% |