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 | $70,112 | $109,982-36.3% | $97,226-27.9% | $145,922-52.0% |
| Participation rate | 23.8% | 75.9%-52.1pp | 72.7%-48.9pp | 80.3%-56.5pp |
| Annual return | 11.13% | 242.90%-231.8pp | 75.13%-64.0pp | 561.29%-550.2pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,661 | $4,676+21.1% | $4,264+32.8% | $6,688-15.3% |
| Admin fee / account holder | $42,309 | $6,221+580.1% | $5,654+648.4% | $13,397+215.8% |