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 | $82,232 | $100,773-18.4% | $88,946-7.5% | $142,382-42.2% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 14.24% | 70.18%-55.9pp | 57.82%-43.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $5,759 | $2,918+97.4% | $2,555+125.4% | $4,299+34.0% |
| Participant deferral / active EE | $8,440 | $5,230+61.4% | $4,581+84.2% | $6,507+29.7% |
| Admin fee / account holder | $208,013 | $9,693+2046.0% | $8,261+2418.0% | $12,624+1547.8% |