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 | $139,454 | $74,888+86.2% | $71,209+95.8% | $142,382-2.1% |
| Participation rate | 46.2% | 76.2%-30.1pp | 73.8%-27.6pp | 80.1%-34.0pp |
| Annual return | 16.22% | 345.14%-328.9pp | 282.51%-266.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,122 | $2,854+9.4% | $2,721+14.8% | $4,299-27.4% |
| Participant deferral / active EE | $1,590 | $4,454-64.3% | $4,175-61.9% | $6,507-75.6% |
| Admin fee / account holder | $1,195 | $5,568-78.5% | $5,349-77.7% | $12,624-90.5% |