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 | $41,161 | $159,901-74.3% | $146,958-72.0% | $145,922-71.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 15.34% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,368 | $5,286-74.1% | $4,933-72.3% | $4,660-70.6% |
| Participant deferral / active EE | $3,953 | $8,428-53.1% | $8,070-51.0% | $6,688-40.9% |
| Admin fee / account holder | $1,967 | $15,044-86.9% | $12,998-84.9% | $13,397-85.3% |