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 | $70,627 | $107,452-34.3% | $91,541-22.8% | $142,382-50.4% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 14.46% | 22.06%-7.6pp | 20.50%-6.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,607 | $2,994-12.9% | $2,505+4.1% | $4,299-39.4% |
| Participant deferral / active EE | $8,157 | $4,754+71.6% | $4,008+103.5% | $6,507+25.3% |
| Admin fee / account holder | $22,882 | $8,834+159.0% | $6,956+228.9% | $12,624+81.3% |