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 | $40,368 | $73,933-45.4% | $96,683-58.2% | $75,163-46.3% |
| Participation rate | 50.8% | 66.4%-15.6pp | 74.3%-23.5pp | 67.2%-16.3pp |
| Annual return | 22.25% | 26.70%-4.5pp | 35.69%-13.4pp | 160.62%-138.4pp |
| Employer contribution / active EE | $2,264 | $2,928-22.7% | $3,737-39.4% | $2,670-15.2% |
| Participant deferral / active EE | $3,491 | $3,659-4.6% | $4,878-28.4% | $4,125-15.4% |
| Admin fee / account holder | $1,247 | $5,216-76.1% | $6,730-81.5% | $5,651-77.9% |