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 | $88,541 | $111,754-20.8% | $103,333-14.3% | $145,922-39.3% |
| Participation rate | 29.2% | 77.9%-48.8pp | 74.5%-45.3pp | 80.3%-51.1pp |
| Annual return | 10.82% | 24.77%-14.0pp | 24.88%-14.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $956 | $4,212-77.3% | $3,868-75.3% | $4,660-79.5% |
| Participant deferral / active EE | $2,992 | $5,619-46.8% | $5,057-40.8% | $6,688-55.3% |
| Admin fee / account holder | $2,453 | $9,750-74.8% | $8,355-70.6% | $13,397-81.7% |