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 9-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 | $89,428 | $177,572-49.6% | $154,803-42.2% | $142,382-37.2% |
| Participation rate | 41.2% | 82.1%-40.9pp | 78.1%-36.9pp | 80.1%-38.9pp |
| Annual return | 17.07% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $960 | $4,810-80.0% | $4,305-77.7% | $4,299-77.7% |
| Participant deferral / active EE | $3,449 | $6,272-45.0% | $5,540-37.8% | $6,507-47.0% |
| Admin fee / account holder | $4,209 | $16,786-74.9% | $14,329-70.6% | $12,624-66.7% |