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 | $76,450 | $94,625-19.2% | $116,228-34.2% | $84,808-9.9% |
| Participation rate | 48.6% | 70.4%-21.9pp | 74.6%-26.0pp | 68.3%-19.7pp |
| Annual return | 14.66% | 20.40%-5.7pp | 90.06%-75.4pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,280 | $2,347-45.5% | $2,994-57.3% | $2,631-51.4% |
| Participant deferral / active EE | $3,268 | $3,972-17.7% | $4,953-34.0% | $4,212-22.4% |
| Admin fee / account holder | $565 | $10,091-94.4% | $11,989-95.3% | $7,344-92.3% |