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 8-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 | $47,627 | $175,202-72.8% | $149,673-68.2% | $139,434-65.8% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.7pp |
| Annual return | 24.30% | 166.71%-142.4pp | 134.42%-110.1pp | 372.94%-348.6pp |
| Employer contribution / active EE | $1,744 | $5,474-68.1% | $4,818-63.8% | $4,751-63.3% |
| Participant deferral / active EE | $1,947 | $6,519-70.1% | $5,680-65.7% | $6,710-71.0% |
| Admin fee / account holder | $1,531 | $16,150-90.5% | $13,210-88.4% | $11,403-86.6% |