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 | $79,940 | $154,228-48.2% | $145,433-45.0% | $137,256-41.8% |
| Participation rate | 64.7% | 83.8%-19.1pp | 82.1%-17.4pp | 80.0%-15.3pp |
| Annual return | 19.44% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,621 | $4,804-24.6% | $4,554-20.5% | $4,156-12.9% |
| Participant deferral / active EE | $7,289 | $8,216-11.3% | $7,897-7.7% | $6,407+13.8% |
| Admin fee / account holder | $2,297 | $14,344-84.0% | $13,129-82.5% | $12,270-81.3% |