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 | $41,672 | $148,534-71.9% | $135,903-69.3% | $139,434-70.1% |
| Participation rate | 52.9% | 83.9%-30.9pp | 81.9%-29.0pp | 80.3%-27.4pp |
| Annual return | 12.72% | 79.19%-66.5pp | 68.23%-55.5pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,941 | $5,243-63.0% | $4,856-60.0% | $4,751-59.1% |
| Participant deferral / active EE | $3,606 | $8,100-55.5% | $7,758-53.5% | $6,710-46.3% |
| Admin fee / account holder | $2,712 | $12,400-78.1% | $10,762-74.8% | $11,403-76.2% |