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 | $80,790 | $105,859-23.7% | $90,160-10.4% | $147,584-45.3% |
| Participation rate | 41.2% | 79.7%-38.6pp | 76.9%-35.7pp | 82.8%-41.7pp |
| Annual return | 17.81% | 37.63%-19.8pp | 34.88%-17.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,903 | $4,126-53.9% | $3,318-42.7% | $4,876-61.0% |
| Participant deferral / active EE | $3,198 | $5,733-44.2% | $5,288-39.5% | $5,439-41.2% |
| Admin fee / account holder | $9,277 | $8,046+15.3% | $5,943+56.1% | $10,885-14.8% |