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 | $80,688 | $107,452-24.9% | $91,541-11.9% | $142,382-43.3% |
| Participation rate | 64.3% | 75.1%-10.8pp | 69.8%-5.5pp | 80.1%-15.8pp |
| Annual return | 14.83% | 22.06%-7.2pp | 20.50%-5.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $285 | $2,994-90.5% | $2,505-88.6% | $4,299-93.4% |
| Participant deferral / active EE | $2,272 | $4,754-52.2% | $4,008-43.3% | $6,507-65.1% |
| Admin fee / account holder | $5,246 | $8,834-40.6% | $6,956-24.6% | $12,624-58.4% |