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 | $56,627 | $111,754-49.3% | $103,333-45.2% | $145,922-61.2% |
| Participation rate | 68.4% | 77.9%-9.5pp | 74.5%-6.1pp | 80.3%-11.9pp |
| Annual return | 35.39% | 24.77%+10.6pp | 24.88%+10.5pp | 561.29%-525.9pp |
| Employer contribution / active EE | $3,993 | $4,212-5.2% | $3,868+3.2% | $4,660-14.3% |
| Participant deferral / active EE | $5,450 | $5,619-3.0% | $5,057+7.8% | $6,688-18.5% |
| Admin fee / account holder | $7,379 | $9,750-24.3% | $8,355-11.7% | $13,397-44.9% |