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 | $29,017 | $180,449-83.9% | $154,107-81.2% | $135,375-78.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 1.46% | 888.09%-886.6pp | 735.12%-733.7pp | 519.73%-518.3pp |
| Employer contribution / active EE | $2,128 | $6,035-64.7% | $5,298-59.8% | $4,779-55.5% |
| Participant deferral / active EE | $5,521 | $5,806-4.9% | $5,081+8.7% | $5,609-1.6% |
| Admin fee / account holder | $199,515 | $16,143+1135.9% | $13,411+1387.7% | $10,827+1742.7% |