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 5-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 | $54,588 | $178,174-69.4% | $156,181-65.0% | $137,256-60.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 18.60% | 84.19%-65.6pp | 64.87%-46.3pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,397 | $4,972-71.9% | $4,294-67.5% | $4,156-66.4% |
| Participant deferral / active EE | $4,635 | $6,888-32.7% | $6,132-24.4% | $6,407-27.7% |
| Admin fee / account holder | $11,426 | $17,404-34.3% | $14,586-21.7% | $12,270-6.9% |