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 | $55,160 | $47,922+15.1% | $75,886-27.3% | $65,185-15.4% |
| Participation rate | 46.2% | 63.0%-16.8pp | 69.3%-23.1pp | 70.2%-24.0pp |
| Annual return | 23.14% | 24.12%-1.0pp | 30.76%-7.6pp | 29.38%-6.2pp |
| Employer contribution / active EE | $1,015 | $1,557-34.8% | $2,500-59.4% | $2,177-53.3% |
| Participant deferral / active EE | $2,408 | $2,550-5.6% | $3,603-33.2% | $3,514-31.5% |
| Admin fee / account holder | $2,967 | $532+458.2% | $5,418-45.2% | $847+250.3% |