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 3-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 | $47,266 | $99,918-52.7% | $81,382-41.9% | $145,922-67.6% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 9.47% | 34.32%-24.9pp | 24.73%-15.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,450 | $2,978-17.7% | $2,463-0.5% | $4,660-47.4% |
| Participant deferral / active EE | $5,519 | $4,605+19.9% | $3,883+42.1% | $6,688-17.5% |
| Admin fee / account holder | $139,562 | $8,212+1599.5% | $5,768+2319.4% | $13,397+941.7% |