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 | $27,895 | $228,332-87.8% | $185,823-85.0% | $158,922-82.4% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 35.88% | 40.80%-4.9pp | 35.95%-0.1pp | 302.83%-266.9pp |
| Employer contribution / active EE | $1,529 | $4,967-69.2% | $4,087-62.6% | $4,761-67.9% |
| Participant deferral / active EE | $6,888 | $6,415+7.4% | $5,632+22.3% | $5,982+15.1% |
| Admin fee / account holder | $1,507 | $11,864-87.3% | $9,500-84.1% | $11,246-86.6% |