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 9-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 | $78,576 | $72,277+8.7% | $101,248-22.4% | $79,858-1.6% |
| Participation rate | 33.9% | 68.5%-34.5pp | 75.8%-41.9pp | 69.6%-35.7pp |
| Annual return | 22.54% | 22.30%+0.2pp | 46.47%-23.9pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,116 | $2,692-58.6% | $3,660-69.5% | $2,471-54.8% |
| Participant deferral / active EE | $2,091 | $3,282-36.3% | $4,370-52.1% | $3,740-44.1% |
| Admin fee / account holder | $6,717 | $4,400+52.6% | $5,945+13.0% | $5,306+26.6% |