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 | $63,985 | $209,411-69.4% | $178,490-64.2% | $158,922-59.7% |
| Participation rate | 52.6% | 86.3%-33.7pp | 81.9%-29.3pp | 82.0%-29.3pp |
| Annual return | 19.32% | 188.75%-169.4pp | 151.07%-131.8pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,632 | $5,706-71.4% | $5,011-67.4% | $4,761-65.7% |
| Participant deferral / active EE | $3,549 | $5,954-40.4% | $5,202-31.8% | $5,982-40.7% |
| Admin fee / account holder | $1,366 | $17,074-92.0% | $13,984-90.2% | $11,246-87.9% |