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 | $85,575 | $217,402-60.6% | $185,823-53.9% | $167,490-48.9% |
| Participation rate | 25.0% | 86.0%-61.0pp | 81.7%-56.7pp | 82.1%-57.1pp |
| Annual return | 10.66% | 148.36%-137.7pp | 122.05%-111.4pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,596 | $5,873-72.8% | $5,167-69.1% | $4,837-67.0% |
| Participant deferral / active EE | $6,820 | $6,356+7.3% | $5,568+22.5% | $6,341+7.5% |
| Admin fee / account holder | $13,788 | $19,811-30.4% | $16,237-15.1% | $12,309+12.0% |