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 | $20,570 | $52,279-60.7% | $89,391-77.0% | $79,858-74.2% |
| Participation rate | 69.2% | 57.5%+11.7pp | 68.0%+1.3pp | 69.6%-0.4pp |
| Annual return | 18.95% | 22.16%-3.2pp | 245.62%-226.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,827 | $1,572+16.2% | $2,586-29.3% | $2,471-26.1% |
| Participant deferral / active EE | $2,625 | $2,740-4.2% | $3,890-32.5% | $3,740-29.8% |
| Admin fee / account holder | $3,419 | $3,356+1.9% | $4,881-30.0% | $5,306-35.6% |