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 | $90,156 | $165,984-45.7% | $164,813-45.3% | $145,922-38.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 10.35% | 100.03%-89.7pp | 69.93%-59.6pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,451 | $5,273-53.5% | $4,341-43.5% | $4,660-47.4% |
| Participant deferral / active EE | $8,897 | $6,959+27.8% | $6,031+47.5% | $6,688+33.0% |
| Admin fee / account holder | $480 | $16,648-97.1% | $12,690-96.2% | $13,397-96.4% |