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 | $117,965 | $65,685+79.6% | $57,179+106.3% | $273,961-56.9% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 8.73% | 21.99%-13.3pp | 14.59%-5.9pp | 41.45%-32.7pp |
| Employer contribution / active EE | $4,656 | $3,279+42.0% | $2,682+73.6% | $4,869-4.4% |
| Participant deferral / active EE | $1,968 | $3,782-48.0% | $3,096-36.5% | $5,287-62.8% |
| Admin fee / account holder | $32,687 | $4,835+576.1% | $3,139+941.3% | $10,132+222.6% |