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 | $164,221 | $111,754+46.9% | $103,333+58.9% | $145,922+12.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.83% | 24.77%-11.9pp | 24.88%-12.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,434 | $4,212-42.2% | $3,868-37.1% | $4,660-47.8% |
| Participant deferral / active EE | $9,043 | $5,619+61.0% | $5,057+78.8% | $6,688+35.2% |
| Admin fee / account holder | $826 | $9,750-91.5% | $8,355-90.1% | $13,397-93.8% |