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 | $159,054 | $148,534+7.1% | $135,903+17.0% | $139,434+14.1% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 25.10% | 79.19%-54.1pp | 68.23%-43.1pp | 372.94%-347.8pp |
| Employer contribution / active EE | $5,094 | $5,243-2.8% | $4,856+4.9% | $4,751+7.2% |
| Participant deferral / active EE | $6,660 | $8,100-17.8% | $7,758-14.2% | $6,710-0.7% |
| Admin fee / account holder | $1,176 | $12,400-90.5% | $10,762-89.1% | $11,403-89.7% |