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 | $68,608 | $148,534-53.8% | $135,903-49.5% | $139,434-50.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 21.08% | 79.19%-58.1pp | 68.23%-47.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $6,333 | $5,243+20.8% | $4,856+30.4% | $4,751+33.3% |
| Participant deferral / active EE | $5,767 | $8,100-28.8% | $7,758-25.7% | $6,710-14.1% |
| Admin fee / account holder | $1,165 | $12,400-90.6% | $10,762-89.2% | $11,403-89.8% |