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 4-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 | $51,940 | $159,602-67.5% | $150,045-65.4% | $142,382-63.5% |
| Participation rate | 60.9% | 84.0%-23.1pp | 82.3%-21.5pp | 80.1%-19.3pp |
| Annual return | 13.11% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,195 | $4,961-35.6% | $4,693-31.9% | $4,299-25.7% |
| Participant deferral / active EE | $3,812 | $8,310-54.1% | $7,997-52.3% | $6,507-41.4% |
| Admin fee / account holder | $2,207 | $14,846-85.1% | $13,435-83.6% | $12,624-82.5% |