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 6-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 | $124,579 | $159,602-21.9% | $150,045-17.0% | $142,382-12.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 21.59% | 70.24%-48.6pp | 62.55%-41.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $6,819 | $4,961+37.5% | $4,693+45.3% | $4,299+58.6% |
| Participant deferral / active EE | $7,750 | $8,310-6.7% | $7,997-3.1% | $6,507+19.1% |
| Admin fee / account holder | $1,096 | $14,846-92.6% | $13,435-91.8% | $12,624-91.3% |