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 7-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 | $132,784 | $185,822-28.5% | $169,993-21.9% | $139,434-4.8% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 22.20% | 60.50%-38.3pp | 53.37%-31.2pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,700 | $7,590-77.6% | $6,785-74.9% | $4,751-64.2% |
| Participant deferral / active EE | $11,376 | $11,622-2.1% | $10,408+9.3% | $6,710+69.5% |
| Admin fee / account holder | $577 | $15,381-96.2% | $12,815-95.5% | $11,403-94.9% |