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 | $45,416 | $64,480-29.6% | $81,382-44.2% | $80,856-43.8% |
| Participation rate | 69.0% | 63.9%+5.1pp | 69.5%-0.5pp | 67.6%+1.3pp |
| Annual return | 27.91% | 16.34%+11.6pp | 24.73%+3.2pp | 35.59%-7.7pp |
| Employer contribution / active EE | $1,253 | $1,978-36.6% | $2,463-49.1% | $2,755-54.5% |
| Participant deferral / active EE | $3,349 | $3,094+8.2% | $3,883-13.8% | $4,296-22.0% |
| Admin fee / account holder | $2,264 | $5,671-60.1% | $5,768-60.7% | $6,918-67.3% |