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 | $57,517 | $148,534-61.3% | $135,903-57.7% | $139,434-58.7% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 23.06% | 79.19%-56.1pp | 68.23%-45.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $6,765 | $5,243+29.0% | $4,856+39.3% | $4,751+42.4% |
| Participant deferral / active EE | $4,121 | $8,100-49.1% | $7,758-46.9% | $6,710-38.6% |
| Admin fee / account holder | $640 | $12,400-94.8% | $10,762-94.1% | $11,403-94.4% |