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 10-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 | $93,543 | $165,984-43.6% | $164,813-43.2% | $145,922-35.9% |
| Participation rate | 52.9% | 82.0%-29.1pp | 78.6%-25.7pp | 80.3%-27.3pp |
| Annual return | 17.23% | 100.03%-82.8pp | 69.93%-52.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,328 | $5,273-74.8% | $4,341-69.4% | $4,660-71.5% |
| Participant deferral / active EE | $4,550 | $6,959-34.6% | $6,031-24.6% | $6,688-32.0% |
| Admin fee / account holder | $3,643 | $16,648-78.1% | $12,690-71.3% | $13,397-72.8% |