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 8-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 | $62,353 | $162,781-61.7% | $133,956-53.5% | $158,922-60.8% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 20.23% | 41.94%-21.7pp | 45.09%-24.9pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,212 | $4,975-75.6% | $3,919-69.1% | $4,761-74.5% |
| Participant deferral / active EE | $8,506 | $5,911+43.9% | $5,048+68.5% | $5,982+42.2% |
| Admin fee / account holder | $497 | $11,736-95.8% | $8,927-94.4% | $11,246-95.6% |