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 | $15,343 | $158,398-90.3% | $126,539-87.9% | $142,382-89.2% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 19.42% | 593.76%-574.3pp | 425.95%-406.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,056 | $4,650-34.3% | $3,674-16.8% | $4,299-28.9% |
| Participant deferral / active EE | $7,092 | $4,767+48.8% | $4,083+73.7% | $6,507+9.0% |
| Admin fee / account holder | $6,052 | $6,918-12.5% | $6,065-0.2% | $12,624-52.1% |