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 | $63,823 | $89,698-28.8% | $103,476-38.3% | $80,856-21.1% |
| Participation rate | 68.3% | 76.0%-7.7pp | 80.5%-12.2pp | 67.6%+0.7pp |
| Annual return | 20.42% | 22.78%-2.4pp | 23.90%-3.5pp | 35.59%-15.2pp |
| Employer contribution / active EE | $2,095 | $4,018-47.9% | $4,672-55.2% | $2,755-24.0% |
| Participant deferral / active EE | $4,474 | $5,456-18.0% | $6,623-32.5% | $4,296+4.1% |
| Admin fee / account holder | $4,084 | $6,768-39.7% | $9,413-56.6% | $6,918-41.0% |