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 | $113,405 | $202,318-43.9% | $172,739-34.3% | $152,861-25.8% |
| Participation rate | 41.2% | 87.1%-45.9pp | 82.6%-41.5pp | 82.4%-41.3pp |
| Annual return | 20.41% | 1029.65%-1009.2pp | 802.84%-782.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,250 | $5,856-78.7% | $5,143-75.7% | $4,762-73.8% |
| Participant deferral / active EE | $3,948 | $5,948-33.6% | $5,198-24.0% | $5,850-32.5% |
| Admin fee / account holder | $392 | $17,109-97.7% | $13,954-97.2% | $11,596-96.6% |