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 | $32,827 | $65,365-49.8% | $92,893-64.7% | $72,985-55.0% |
| Participation rate | 52.9% | 68.3%-15.4pp | 76.0%-23.1pp | 69.5%-16.5pp |
| Annual return | 27.69% | 42.10%-14.4pp | 109.41%-81.7pp | 81.00%-53.3pp |
| Employer contribution / active EE | $1,902 | $2,594-26.7% | $3,653-47.9% | $2,440-22.1% |
| Participant deferral / active EE | $3,864 | $3,128+23.5% | $4,236-8.8% | $3,607+7.1% |
| Admin fee / account holder | $597 | $4,251-85.9% | $5,794-89.7% | $5,124-88.3% |