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 7-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 | $62,201 | $89,753-30.7% | $107,525-42.2% | $84,808-26.7% |
| Participation rate | 67.6% | 68.1%-0.5pp | 75.1%-7.5pp | 68.3%-0.7pp |
| Annual return | 22.62% | 29.48%-6.9pp | 181.32%-158.7pp | 40.90%-18.3pp |
| Employer contribution / active EE | $2,858 | $3,113-8.2% | $3,754-23.9% | $2,631+8.6% |
| Participant deferral / active EE | $8,059 | $4,056+98.7% | $5,116+57.5% | $4,212+91.4% |
| Admin fee / account holder | $2,609 | $7,222-63.9% | $8,919-70.7% | $7,344-64.5% |