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 | $94,715 | $97,744-3.1% | $103,476-8.5% | $145,922-35.1% |
| Participation rate | 38.1% | 81.1%-43.0pp | 80.5%-42.4pp | 80.3%-42.2pp |
| Annual return | 21.24% | 25.41%-4.2pp | 23.90%-2.7pp | 561.29%-540.0pp |
| Employer contribution / active EE | $3,474 | $4,677-25.7% | $4,672-25.6% | $4,660-25.4% |
| Participant deferral / active EE | $5,640 | $6,603-14.6% | $6,623-14.8% | $6,688-15.7% |
| Admin fee / account holder | $2,441 | $12,515-80.5% | $9,413-74.1% | $13,397-81.8% |