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 8-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 | $47,902 | $226,064-78.8% | $182,532-73.8% | $152,861-68.7% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.4%-22.4pp |
| Annual return | 26.47% | 192.51%-166.0pp | 148.54%-122.1pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,124 | $4,978-77.4% | $4,076-72.4% | $4,762-76.4% |
| Participant deferral / active EE | $7,272 | $6,368+14.2% | $5,524+31.6% | $5,850+24.3% |
| Admin fee / account holder | $526 | $10,703-95.1% | $8,592-93.9% | $11,596-95.5% |