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 10-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 | $114,518 | $175,202-34.6% | $149,673-23.5% | $139,434-17.9% |
| Participation rate | 61.5% | 83.4%-21.8pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 17.08% | 166.71%-149.6pp | 134.42%-117.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,419 | $5,474-74.1% | $4,818-70.5% | $4,751-70.1% |
| Participant deferral / active EE | $6,991 | $6,519+7.3% | $5,680+23.1% | $6,710+4.2% |
| Admin fee / account holder | $1,435 | $16,150-91.1% | $13,210-89.1% | $11,403-87.4% |