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 6-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 | $61,991 | $177,572-65.1% | $154,803-60.0% | $142,382-56.5% |
| Participation rate | 36.4% | 82.1%-45.7pp | 78.1%-41.7pp | 80.1%-43.8pp |
| Annual return | 24.22% | 65.07%-40.8pp | 58.88%-34.7pp | 217.08%-192.9pp |
| Employer contribution / active EE | $3,196 | $4,810-33.6% | $4,305-25.8% | $4,299-25.7% |
| Participant deferral / active EE | $7,893 | $6,272+25.8% | $5,540+42.5% | $6,507+21.3% |
| Admin fee / account holder | $2,216 | $16,786-86.8% | $14,329-84.5% | $12,624-82.4% |