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 | $113,400 | $209,411-45.8% | $178,490-36.5% | $158,922-28.6% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 18.17% | 188.75%-170.6pp | 151.07%-132.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $10,795 | $5,706+89.2% | $5,011+115.4% | $4,761+126.7% |
| Participant deferral / active EE | $22,000 | $5,954+269.5% | $5,202+322.9% | $5,982+267.8% |
| Admin fee / account holder | $854 | $17,074-95.0% | $13,984-93.9% | $11,246-92.4% |