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 | $26,517 | $148,534-82.1% | $135,903-80.5% | $139,434-81.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 17.55% | 79.19%-61.6pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,213 | $5,243-57.8% | $4,856-54.4% | $4,751-53.4% |
| Participant deferral / active EE | $3,986 | $8,100-50.8% | $7,758-48.6% | $6,710-40.6% |
| Admin fee / account holder | $877 | $12,400-92.9% | $10,762-91.9% | $11,403-92.3% |