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 10-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 | $67,408 | $165,912-59.4% | $122,332-44.9% | $147,584-54.3% |
| Participation rate | 69.6% | 79.6%-10.0pp | 71.6%-2.1pp | 82.8%-13.3pp |
| Annual return | 21.53% | 34.55%-13.0pp | 30.27%-8.7pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,272 | $5,754-77.9% | $4,050-68.6% | $4,876-73.9% |
| Participant deferral / active EE | $3,168 | $4,005-20.9% | $3,287-3.6% | $5,439-41.8% |
| Admin fee / account holder | $1,135 | $7,424-84.7% | $5,478-79.3% | $10,885-89.6% |