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 | $107,243 | $159,602-32.8% | $150,045-28.5% | $142,382-24.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 12.69% | 70.24%-57.5pp | 62.55%-49.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $9,089 | $4,961+83.2% | $4,693+93.7% | $4,299+111.4% |
| Participant deferral / active EE | $20,048 | $8,310+141.2% | $7,997+150.7% | $6,507+208.1% |
| Admin fee / account holder | $595 | $14,846-96.0% | $13,435-95.6% | $12,624-95.3% |