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 | $31,537 | $64,839-51.4% | $95,585-67.0% | $84,808-62.8% |
| Participation rate | 61.5% | 63.8%-2.3pp | 72.1%-10.5pp | 68.3%-6.8pp |
| Annual return | 17.58% | -670.96%+688.5pp | 38.56%-21.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,459 | $1,759-17.0% | $2,527-42.2% | $2,631-44.5% |
| Participant deferral / active EE | $2,087 | $2,965-29.6% | $4,023-48.1% | $4,212-50.5% |
| Admin fee / account holder | $2,714 | $5,964-54.5% | $6,127-55.7% | $7,344-63.0% |