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 7-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 | $74,235 | $192,717-61.5% | $142,449-47.9% | $139,434-46.8% |
| Participation rate | 37.5% | 81.5%-44.0pp | 76.8%-39.3pp | 80.3%-42.8pp |
| Annual return | 16.16% | 17.99%-1.8pp | 19.99%-3.8pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,821 | $5,806-68.6% | $4,847-62.4% | $4,751-61.7% |
| Participant deferral / active EE | $3,755 | $7,208-47.9% | $6,283-40.2% | $6,710-44.0% |
| Admin fee / account holder | $1,209 | $15,124-92.0% | $10,011-87.9% | $11,403-89.4% |