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 | $98,213 | $127,065-22.7% | $113,168-13.2% | $142,382-31.0% |
| Participation rate | 69.2% | 79.2%-10.0pp | 76.6%-7.3pp | 80.1%-10.9pp |
| Annual return | 17.96% | 24.03%-6.1pp | 24.27%-6.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,119 | $3,442-67.5% | $2,975-62.4% | $4,299-74.0% |
| Participant deferral / active EE | $4,954 | $5,716-13.3% | $5,107-3.0% | $6,507-23.9% |
| Admin fee / account holder | $922 | $15,736-94.1% | $12,068-92.4% | $12,624-92.7% |