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 8-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 | $100,281 | $81,460+23.1% | $103,333-3.0% | $80,856+24.0% |
| Participation rate | 29.4% | 66.8%-37.4pp | 74.5%-45.1pp | 67.6%-38.2pp |
| Annual return | 14.30% | 25.55%-11.2pp | 24.88%-10.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,073 | $3,105-65.4% | $3,868-72.3% | $2,755-61.1% |
| Participant deferral / active EE | $4,552 | $3,869+17.7% | $5,057-10.0% | $4,296+6.0% |
| Admin fee / account holder | $1,193 | $6,566-81.8% | $8,355-85.7% | $6,918-82.7% |