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 8-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 | $178,508 | $86,286+106.9% | $111,297+60.4% | $85,850+107.9% |
| Participation rate | 44.7% | 73.3%-28.6pp | 77.3%-32.6pp | 69.3%-24.6pp |
| Annual return | 11.43% | 19.99%-8.6pp | 54.65%-43.2pp | 318.53%-307.1pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,092 | $3,641-42.5% | $4,487-53.4% | $3,952-47.0% |
| Admin fee / account holder | $8,043 | $8,188-1.8% | $7,964+1.0% | $6,260+28.5% |