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 | $51,156 | $72,277-29.2% | $101,248-49.5% | $79,858-35.9% |
| Participation rate | 54.8% | 68.5%-13.7pp | 75.8%-21.0pp | 69.6%-14.9pp |
| Annual return | 13.57% | 22.30%-8.7pp | 46.47%-32.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,390 | $2,692-48.3% | $3,660-62.0% | $2,471-43.7% |
| Participant deferral / active EE | $2,342 | $3,282-28.6% | $4,370-46.4% | $3,740-37.4% |
| Admin fee / account holder | $1,966 | $4,400-55.3% | $5,945-66.9% | $5,306-63.0% |