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 | $77,969 | $72,071+8.2% | $68,368+14.0% | $137,256-43.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 13.57% | 353.14%-339.6pp | 292.57%-279.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,240 | $2,788-55.5% | $2,649-53.2% | $4,156-70.2% |
| Participant deferral / active EE | $4,362 | $4,410-1.1% | $4,123+5.8% | $6,407-31.9% |
| Admin fee / account holder | $870 | $5,336-83.7% | $5,150-83.1% | $12,270-92.9% |