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 | $27,610 | $177,572-84.5% | $154,803-82.2% | $142,382-80.6% |
| Participation rate | 46.2% | 82.1%-35.9pp | 78.1%-31.9pp | 80.1%-34.0pp |
| Annual return | 18.23% | 65.07%-46.8pp | 58.88%-40.7pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,114 | $4,810-35.3% | $4,305-27.7% | $4,299-27.6% |
| Participant deferral / active EE | $5,840 | $6,272-6.9% | $5,540+5.4% | $6,507-10.2% |
| Admin fee / account holder | $4,074 | $16,786-75.7% | $14,329-71.6% | $12,624-67.7% |