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 8-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 | $27,896 | $148,534-81.2% | $135,903-79.5% | $139,434-80.0% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 18.94% | 79.19%-60.3pp | 68.23%-49.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,506 | $5,243-71.3% | $4,856-69.0% | $4,751-68.3% |
| Participant deferral / active EE | $3,844 | $8,100-52.5% | $7,758-50.4% | $6,710-42.7% |
| Admin fee / account holder | $1,801 | $12,400-85.5% | $10,762-83.3% | $11,403-84.2% |