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 9-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 | $54,246 | $115,770-53.1% | $101,248-46.4% | $158,922-65.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 16.25% | 56.14%-39.9pp | 46.47%-30.2pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,679 | $4,175-59.8% | $3,660-54.1% | $4,761-64.7% |
| Participant deferral / active EE | $3,155 | $4,957-36.4% | $4,370-27.8% | $5,982-47.3% |
| Admin fee / account holder | $1,169 | $7,245-83.9% | $5,945-80.3% | $11,246-89.6% |