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 6-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 | $75,728 | $185,822-59.2% | $169,993-55.5% | $139,434-45.7% |
| Participation rate | 58.3% | 87.8%-29.4pp | 87.0%-28.7pp | 80.3%-22.0pp |
| Annual return | 12.40% | 60.50%-48.1pp | 53.37%-41.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,343 | $7,590-69.1% | $6,785-65.5% | $4,751-50.7% |
| Participant deferral / active EE | $4,161 | $11,622-64.2% | $10,408-60.0% | $6,710-38.0% |
| Admin fee / account holder | $14,775 | $15,381-3.9% | $12,815+15.3% | $11,403+29.6% |