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 | $178,174-56.0% | $156,181-49.8% | $137,256-42.9% |
| Participation rate | 69.6% | 82.0%-12.5pp | 78.8%-9.3pp | 80.0%-10.4pp |
| Annual return | 26.85% | 84.19%-57.3pp | 64.87%-38.0pp | 220.34%-193.5pp |
| Employer contribution / active EE | $4,417 | $4,972-11.1% | $4,294+2.9% | $4,156+6.3% |
| Participant deferral / active EE | $8,914 | $6,888+29.4% | $6,132+45.4% | $6,407+39.1% |
| Admin fee / account holder | $1,107 | $17,404-93.6% | $14,586-92.4% | $12,270-91.0% |