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 | $119,813 | $185,822-35.5% | $169,993-29.5% | $139,434-14.1% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 20.03% | 60.50%-40.5pp | 53.37%-33.3pp | 372.94%-352.9pp |
| Employer contribution / active EE | $6,130 | $7,590-19.2% | $6,785-9.7% | $4,751+29.0% |
| Participant deferral / active EE | $10,422 | $11,622-10.3% | $10,408+0.1% | $6,710+55.3% |
| Admin fee / account holder | $16,175 | $15,381+5.2% | $12,815+26.2% | $11,403+41.9% |