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 6-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 | $51,470 | $76,670-32.9% | $96,683-46.8% | $71,457-28.0% |
| Participation rate | 47.7% | 66.6%-18.9pp | 74.3%-26.6pp | 67.9%-20.2pp |
| Annual return | 29.11% | 48.29%-19.2pp | 35.69%-6.6pp | 28.85%+0.3pp |
| Employer contribution / active EE | $1,911 | $3,031-37.0% | $3,737-48.9% | $2,588-26.1% |
| Participant deferral / active EE | $3,932 | $3,771+4.3% | $4,878-19.4% | $4,289-8.3% |
| Admin fee / account holder | $1,331 | $2,028-34.4% | $6,730-80.2% | $1,587-16.2% |