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 | $126,371 | $72,492+74.3% | $87,100+45.1% | $72,985+73.1% |
| Participation rate | 48.8% | 72.8%-24.0pp | 76.9%-28.1pp | 69.5%-20.7pp |
| Annual return | 23.14% | 24.46%-1.3pp | 28.19%-5.0pp | 81.00%-57.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,103 | $3,270-5.1% | $4,049-23.4% | $3,607-14.0% |
| Admin fee / account holder | $3,434 | $5,055-32.1% | $7,497-54.2% | $5,124-33.0% |