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 | $89,408 | $175,202-49.0% | $149,673-40.3% | $139,434-35.9% |
| Participation rate | 53.3% | 83.4%-30.0pp | 78.8%-25.4pp | 80.3%-27.0pp |
| Annual return | 16.49% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,106 | $5,474-79.8% | $4,818-77.0% | $4,751-76.7% |
| Participant deferral / active EE | $3,606 | $6,519-44.7% | $5,680-36.5% | $6,710-46.3% |
| Admin fee / account holder | $2,524 | $16,150-84.4% | $13,210-80.9% | $11,403-77.9% |