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 9-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 | $119,112 | $109,327+8.9% | $89,391+33.2% | $158,922-25.1% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 11.25% | 345.68%-334.4pp | 245.62%-234.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,310 | $3,170-27.1% | $2,586-10.7% | $4,761-51.5% |
| Participant deferral / active EE | $13,000 | $4,598+182.7% | $3,890+234.2% | $5,982+117.3% |
| Admin fee / account holder | $1,060 | $6,153-82.8% | $4,881-78.3% | $11,246-90.6% |