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 5-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 | $27,601 | $80,968-65.9% | $96,544-71.4% | $75,163-63.3% |
| Participation rate | 59.2% | 71.8%-12.6pp | 76.0%-16.8pp | 67.2%-8.0pp |
| Annual return | 23.44% | 27.06%-3.6pp | 25.84%-2.4pp | 160.62%-137.2pp |
| Employer contribution / active EE | $1,987 | $2,282-12.9% | $2,965-33.0% | $2,670-25.6% |
| Participant deferral / active EE | $4,410 | $3,928+12.3% | $4,851-9.1% | $4,125+6.9% |
| Admin fee / account holder | $1,287 | $6,724-80.9% | $8,252-84.4% | $5,651-77.2% |