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 | $53,953 | $159,602-66.2% | $150,045-64.0% | $142,382-62.1% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.3%-55.0pp | 80.1%-52.8pp |
| Annual return | 15.29% | 70.24%-54.9pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,941 | $4,961-40.7% | $4,693-37.3% | $4,299-31.6% |
| Participant deferral / active EE | $9,580 | $8,310+15.3% | $7,997+19.8% | $6,507+47.2% |
| Admin fee / account holder | $23,346 | $14,846+57.2% | $13,435+73.8% | $12,624+84.9% |