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 10-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 | $51,335 | $154,228-66.7% | $145,433-64.7% | $137,256-62.6% |
| Participation rate | 63.2% | 83.8%-20.6pp | 82.1%-19.0pp | 80.0%-16.8pp |
| Annual return | 12.51% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $3,158 | $4,804-34.3% | $4,554-30.7% | $4,156-24.0% |
| Participant deferral / active EE | $8,724 | $8,216+6.2% | $7,897+10.5% | $6,407+36.2% |
| Admin fee / account holder | $7,808 | $14,344-45.6% | $13,129-40.5% | $12,270-36.4% |