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 | $110,434 | $117,983-6.4% | $101,794+8.5% | $142,382-22.4% |
| Participation rate | 55.0% | 74.2%-19.2pp | 69.2%-14.2pp | 80.1%-25.1pp |
| Annual return | 16.29% | 36.92%-20.6pp | 30.53%-14.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,557 | $2,773-43.8% | $2,289-32.0% | $4,299-63.8% |
| Participant deferral / active EE | $2,100 | $4,714-55.4% | $4,084-48.6% | $6,507-67.7% |
| Admin fee / account holder | $1,655 | $10,433-84.1% | $8,777-81.1% | $12,624-86.9% |