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 9-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 | $43,357 | $111,814-61.2% | $103,374-58.1% | $145,959-70.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 16.42% | 24.77%-8.4pp | 24.89%-8.5pp | 561.95%-545.5pp |
| Employer contribution / active EE | $2,041 | $4,214-51.6% | $3,869-47.2% | $4,661-56.2% |
| Participant deferral / active EE | $5,690 | $5,618+1.3% | $5,058+12.5% | $6,689-14.9% |
| Admin fee / account holder | $5,288 | $9,754-45.8% | $8,394-37.0% | $13,398-60.5% |