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 | $45,516 | $127,065-64.2% | $113,168-59.8% | $142,382-68.0% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 11.90% | 24.03%-12.1pp | 24.27%-12.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $857 | $3,442-75.1% | $2,975-71.2% | $4,299-80.1% |
| Participant deferral / active EE | $5,819 | $5,716+1.8% | $5,107+13.9% | $6,507-10.6% |
| Admin fee / account holder | $1,166 | $15,736-92.6% | $12,068-90.3% | $12,624-90.8% |