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 10-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 | $68,266 | $102,616-33.5% | $81,983-16.7% | $158,922-57.0% |
| Participation rate | 61.5% | 75.5%-14.0pp | 69.2%-7.7pp | 82.0%-20.4pp |
| Annual return | 15.24% | 61.04%-45.8pp | 41.31%-26.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,362 | $3,240-27.1% | $2,498-5.4% | $4,761-50.4% |
| Participant deferral / active EE | $4,727 | $4,648+1.7% | $3,722+27.0% | $5,982-21.0% |
| Admin fee / account holder | $13,251 | $8,235+60.9% | $5,664+134.0% | $11,246+17.8% |