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 3-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 | $33,437 | $109,904-69.6% | $97,167-65.6% | $145,959-77.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 13.33% | 243.43%-230.1pp | 75.27%-61.9pp | 561.95%-548.6pp |
| Employer contribution / active EE | $636 | $3,084-79.4% | $2,729-76.7% | $4,661-86.4% |
| Participant deferral / active EE | $5,896 | $4,676+26.1% | $4,264+38.3% | $6,689-11.8% |
| Admin fee / account holder | $1,301 | $6,216-79.1% | $5,650-77.0% | $13,398-90.3% |