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 | $55,674 | $51,576+7.9% | $129,207-56.9% | $80,856-31.1% |
| Participation rate | 33.7% | 57.0%-23.3pp | 69.6%-35.9pp | 67.6%-34.0pp |
| Annual return | 14.04% | 20.81%-6.8pp | 9417.33%-9403.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,213 | $1,584-23.4% | $4,153-70.8% | $2,755-56.0% |
| Participant deferral / active EE | $2,101 | $2,669-21.3% | $4,168-49.6% | $4,296-51.1% |
| Admin fee / account holder | $3,720 | $4,305-13.6% | $7,715-51.8% | $6,918-46.2% |