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 | $103,420 | $114,381-9.6% | $107,525-3.8% | $142,382-27.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 19.74% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,824 | $4,015-54.6% | $3,754-51.4% | $4,299-57.6% |
| Participant deferral / active EE | $6,624 | $5,564+19.0% | $5,116+29.5% | $6,507+1.8% |
| Admin fee / account holder | $3,478 | $9,860-64.7% | $8,919-61.0% | $12,624-72.4% |