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 | $100,594 | $72,400+38.9% | $67,502+49.0% | $145,922-31.1% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 14.19% | 7182.46%-7168.3pp | 3512.12%-3497.9pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,406 | $3,069-21.6% | $2,731-11.9% | $4,660-48.4% |
| Participant deferral / active EE | $2,406 | $4,783-49.7% | $4,000-39.9% | $6,688-64.0% |
| Admin fee / account holder | $1,476 | $5,539-73.4% | $3,998-63.1% | $13,397-89.0% |