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 | $172,842 | $67,823+154.8% | $52,425+229.7% | $137,256+25.9% |
| Participation rate | 22.2% | 63.9%-41.7pp | 55.6%-33.4pp | 80.0%-57.7pp |
| Annual return | 19.21% | 219.11%-199.9pp | 302.12%-282.9pp | 220.34%-201.1pp |
| Employer contribution / active EE | $556 | $1,163-52.2% | $914-39.2% | $4,156-86.6% |
| Participant deferral / active EE | $2,793 | $2,288+22.1% | $1,790+56.0% | $6,407-56.4% |
| Admin fee / account holder | $2,613 | $2,844-8.1% | $2,495+4.7% | $12,270-78.7% |