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 10-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 | $105,830 | $85,202+24.2% | $172,739-38.7% | $72,985+45.0% |
| Participation rate | 28.3% | 70.1%-41.7pp | 82.6%-54.3pp | 69.5%-41.2pp |
| Annual return | 19.50% | 27.32%-7.8pp | 802.84%-783.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,563 | $3,324-53.0% | $5,143-69.6% | $2,440-35.9% |
| Participant deferral / active EE | $1,881 | $3,260-42.3% | $5,198-63.8% | $3,607-47.9% |
| Admin fee / account holder | $653 | $5,884-88.9% | $13,954-95.3% | $5,124-87.3% |