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 7-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 | $128,129 | $98,750+29.8% | $149,696-14.4% | $79,858+60.4% |
| Participation rate | 42.6% | 75.8%-33.2pp | 82.5%-39.9pp | 69.6%-27.1pp |
| Annual return | 21.54% | 27.43%-5.9pp | 276.60%-255.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,407 | $3,216-56.2% | $4,644-69.7% | $2,471-43.0% |
| Participant deferral / active EE | $2,448 | $5,680-56.9% | $6,842-64.2% | $3,740-34.6% |
| Admin fee / account holder | $6,317 | $6,053+4.4% | $9,309-32.1% | $5,306+19.0% |