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 | $73,841 | $68,547+7.7% | $120,354-38.6% | $80,856-8.7% |
| Participation rate | 55.9% | 61.6%-5.7pp | 71.9%-16.0pp | 67.6%-11.8pp |
| Annual return | 16.23% | 23.60%-7.4pp | 107.15%-90.9pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,215 | $2,051+8.0% | $3,463-36.0% | $2,755-19.6% |
| Participant deferral / active EE | $5,860 | $3,173+84.7% | $4,991+17.4% | $4,296+36.4% |
| Admin fee / account holder | $42,035 | $5,732+633.4% | $9,423+346.1% | $6,918+507.6% |