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 8-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 | $92,580 | $175,202-47.2% | $149,673-38.1% | $139,434-33.6% |
| Participation rate | 69.2% | 83.4%-14.1pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 13.69% | 166.71%-153.0pp | 134.42%-120.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,101 | $5,474-61.6% | $4,818-56.4% | $4,751-55.8% |
| Participant deferral / active EE | $6,388 | $6,519-2.0% | $5,680+12.5% | $6,710-4.8% |
| Admin fee / account holder | $27,155 | $16,150+68.1% | $13,210+105.6% | $11,403+138.2% |