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 | $34,528 | $165,335-79.1% | $149,696-76.9% | $158,922-78.3% |
| Participation rate | 60.9% | 84.6%-23.7pp | 82.5%-21.6pp | 82.0%-21.1pp |
| Annual return | 19.27% | 348.15%-328.9pp | 276.60%-257.3pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,958 | $5,103-61.6% | $4,644-57.8% | $4,761-58.9% |
| Participant deferral / active EE | $4,520 | $7,181-37.1% | $6,842-33.9% | $5,982-24.4% |
| Admin fee / account holder | $685 | $10,807-93.7% | $9,309-92.6% | $11,246-93.9% |