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 | $133,893 | $176,812-24.3% | $146,665-8.7% | $167,490-20.1% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 15.39% | 24.03%-8.6pp | 22.74%-7.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $5,497 | $5,160+6.5% | $4,136+32.9% | $4,837+13.6% |
| Participant deferral / active EE | $9,148 | $6,440+42.1% | $5,506+66.1% | $6,341+44.3% |
| Admin fee / account holder | $1,359 | $13,259-89.8% | $10,280-86.8% | $12,309-89.0% |