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 | $130,101 | $185,822-30.0% | $169,993-23.5% | $139,434-6.7% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 16.37% | 60.50%-44.1pp | 53.37%-37.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $6,536 | $7,590-13.9% | $6,785-3.7% | $4,751+37.6% |
| Participant deferral / active EE | $6,466 | $11,622-44.4% | $10,408-37.9% | $6,710-3.6% |
| Admin fee / account holder | $130,892 | $15,381+751.0% | $12,815+921.4% | $11,403+1047.9% |