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 | $62,114 | $80,968-23.3% | $96,544-35.7% | $75,163-17.4% |
| Participation rate | 60.0% | 71.8%-11.8pp | 76.0%-16.0pp | 67.2%-7.2pp |
| Annual return | 20.79% | 27.06%-6.3pp | 25.84%-5.0pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,090 | $2,282-52.2% | $2,965-63.2% | $2,670-59.2% |
| Participant deferral / active EE | $2,686 | $3,928-31.6% | $4,851-44.6% | $4,125-34.9% |
| Admin fee / account holder | $12,653 | $6,724+88.2% | $8,252+53.3% | $5,651+123.9% |