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 8-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 | $110,846 | $72,277+53.4% | $101,248+9.5% | $79,858+38.8% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 22.34% | 22.30%0pp | 46.47%-24.1pp | 31.71%-9.4pp |
| Employer contribution / active EE | $694 | $2,692-74.2% | $3,660-81.0% | $2,471-71.9% |
| Participant deferral / active EE | $5,100 | $3,282+55.4% | $4,370+16.7% | $3,740+36.4% |
| Admin fee / account holder | $1,848 | $4,400-58.0% | $5,945-68.9% | $5,306-65.2% |