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 | $42,355 | $111,535-62.0% | $105,223-59.7% | $137,256-69.1% |
| Participation rate | 31.8% | 78.1%-46.3pp | 75.0%-43.2pp | 80.0%-48.1pp |
| Annual return | 22.10% | 237.85%-215.7pp | 180.65%-158.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,617 | $3,939-59.0% | $3,689-56.2% | $4,156-61.1% |
| Participant deferral / active EE | $2,661 | $5,500-51.6% | $5,072-47.5% | $6,407-58.5% |
| Admin fee / account holder | $2,085 | $9,721-78.5% | $8,859-76.5% | $12,270-83.0% |