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 | $75,497 | $159,602-52.7% | $150,045-49.7% | $142,382-47.0% |
| Participation rate | 69.6% | 84.0%-14.4pp | 82.3%-12.8pp | 80.1%-10.6pp |
| Annual return | 18.95% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,521 | $4,961-8.9% | $4,693-3.7% | $4,299+5.2% |
| Participant deferral / active EE | $6,278 | $8,310-24.5% | $7,997-21.5% | $6,507-3.5% |
| Admin fee / account holder | $18,539 | $14,846+24.9% | $13,435+38.0% | $12,624+46.9% |