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 6-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 | $107,807 | $209,336-48.5% | $197,124-45.3% | $137,256-21.5% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 13.77% | 48.09%-34.3pp | 44.34%-30.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,633 | $6,591-75.2% | $6,227-73.8% | $4,156-60.7% |
| Participant deferral / active EE | $9,467 | $9,614-1.5% | $9,135+3.6% | $6,407+47.8% |
| Admin fee / account holder | $854 | $17,308-95.1% | $16,298-94.8% | $12,270-93.0% |