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 | $78,340 | $179,726-56.4% | $156,263-49.9% | $142,382-45.0% |
| Participation rate | 69.6% | 82.1%-12.5pp | 78.9%-9.3pp | 80.1%-10.6pp |
| Annual return | 26.85% | 77.86%-51.0pp | 59.47%-32.6pp | 217.08%-190.2pp |
| Employer contribution / active EE | $4,417 | $5,069-12.9% | $4,333+1.9% | $4,299+2.8% |
| Participant deferral / active EE | $8,914 | $6,956+28.2% | $6,158+44.8% | $6,507+37.0% |
| Admin fee / account holder | $1,107 | $17,272-93.6% | $14,255-92.2% | $12,624-91.2% |