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 | $24,516 | $50,082-51.0% | $93,406-73.8% | $79,858-69.3% |
| Participation rate | 63.4% | 60.9%+2.5pp | 66.8%-3.4pp | 69.6%-6.2pp |
| Annual return | 27.83% | 24.59%+3.2pp | 78.05%-50.2pp | 31.71%-3.9pp |
| Employer contribution / active EE | $1,377 | $1,303+5.6% | $2,075-33.7% | $2,471-44.3% |
| Participant deferral / active EE | $2,981 | $2,212+34.8% | $3,126-4.6% | $3,740-20.3% |
| Admin fee / account holder | $933 | $3,454-73.0% | $5,230-82.2% | $5,306-82.4% |