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 5-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 | $37,600 | $133,922-71.9% | $116,228-67.6% | $142,382-73.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 19.71% | 147.76%-128.1pp | 90.06%-70.3pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,534 | $3,446-55.5% | $2,994-48.8% | $4,299-64.3% |
| Participant deferral / active EE | $5,185 | $5,672-8.6% | $4,953+4.7% | $6,507-20.3% |
| Admin fee / account holder | $723 | $14,945-95.2% | $11,989-94.0% | $12,624-94.3% |