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 | $75,403 | $183,963-59.0% | $162,163-53.5% | $152,861-50.7% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 43.81% | 150.76%-106.9pp | 115.59%-71.8pp | 345.32%-301.5pp |
| Employer contribution / active EE | $8,695 | $6,371+36.5% | $5,614+54.9% | $4,762+82.6% |
| Participant deferral / active EE | $8,695 | $8,034+8.2% | $7,298+19.1% | $5,850+48.6% |
| Admin fee / account holder | $662 | $13,121-95.0% | $10,843-93.9% | $11,596-94.3% |