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 | $99,302 | $115,770-14.2% | $101,248-1.9% | $158,922-37.5% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 17.24% | 56.14%-38.9pp | 46.47%-29.2pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,763 | $4,175-57.8% | $3,660-51.8% | $4,761-63.0% |
| Participant deferral / active EE | $6,761 | $4,957+36.4% | $4,370+54.7% | $5,982+13.0% |
| Admin fee / account holder | $475 | $7,245-93.4% | $5,945-92.0% | $11,246-95.8% |