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 | $203,761 | $87,166+133.8% | $76,735+165.5% | $137,256+48.5% |
| Participation rate | 12.5% | 74.4%-61.9pp | 69.5%-57.0pp | 80.0%-67.5pp |
| Annual return | 15.60% | 26.50%-10.9pp | 29.77%-14.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $720 | $2,904-75.2% | $2,454-70.7% | $4,156-82.7% |
| Participant deferral / active EE | $1,720 | $4,726-63.6% | $4,088-57.9% | $6,407-73.1% |
| Admin fee / account holder | $3,071 | $8,403-63.5% | $7,189-57.3% | $12,270-75.0% |