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 | $120,378 | $110,257+9.2% | $96,544+24.7% | $139,434-13.7% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 12.69% | 26.32%-13.6pp | 25.84%-13.1pp | 372.94%-360.2pp |
| Employer contribution / active EE | $943 | $3,620-73.9% | $2,965-68.2% | $4,751-80.1% |
| Participant deferral / active EE | $4,144 | $5,548-25.3% | $4,851-14.6% | $6,710-38.2% |
| Admin fee / account holder | $2,954 | $11,591-74.5% | $8,252-64.2% | $11,403-74.1% |