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 | $59,092 | $95,561-38.2% | $77,163-23.4% | $139,434-57.6% |
| Participation rate | 40.0% | 73.9%-33.9pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 11.10% | 54.92%-43.8pp | 37.87%-26.8pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,247 | $3,147-60.4% | $2,535-50.8% | $4,751-73.7% |
| Participant deferral / active EE | $1,382 | $4,624-70.1% | $3,833-63.9% | $6,710-79.4% |
| Admin fee / account holder | $1,885 | $8,295-77.3% | $5,472-65.6% | $11,403-83.5% |