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 | $39,424 | $95,266-58.6% | $82,389-52.1% | $142,382-72.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 20.39% | 25.74%-5.3pp | 28.67%-8.3pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,603 | $2,991-46.4% | $2,517-36.3% | $4,299-62.7% |
| Participant deferral / active EE | $2,003 | $4,809-58.4% | $4,155-51.8% | $6,507-69.2% |
| Admin fee / account holder | $3,197 | $8,563-62.7% | $7,231-55.8% | $12,624-74.7% |