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 | $34,605 | $159,602-78.3% | $150,045-76.9% | $142,382-75.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 20.69% | 70.24%-49.5pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,155 | $4,961-76.7% | $4,693-75.4% | $4,299-73.1% |
| Participant deferral / active EE | $4,014 | $8,310-51.7% | $7,997-49.8% | $6,507-38.3% |
| Admin fee / account holder | $1,434 | $14,846-90.3% | $13,435-89.3% | $12,624-88.6% |