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 | $34,005 | $99,918-66.0% | $81,382-58.2% | $145,922-76.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 14.09% | 34.32%-20.2pp | 24.73%-10.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,268 | $2,978-57.4% | $2,463-48.5% | $4,660-72.8% |
| Participant deferral / active EE | $3,845 | $4,605-16.5% | $3,883-1.0% | $6,688-42.5% |
| Admin fee / account holder | $2,185 | $8,212-73.4% | $5,768-62.1% | $13,397-83.7% |