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 7-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 | $59,370 | $185,822-68.1% | $169,993-65.1% | $139,434-57.4% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 14.32% | 60.50%-46.2pp | 53.37%-39.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,562 | $7,590-53.1% | $6,785-47.5% | $4,751-25.0% |
| Participant deferral / active EE | $5,732 | $11,622-50.7% | $10,408-44.9% | $6,710-14.6% |
| Admin fee / account holder | $1,478 | $15,381-90.4% | $12,815-88.5% | $11,403-87.0% |