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 | $188,664 | $177,572+6.2% | $154,803+21.9% | $142,382+32.5% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 39.10% | 65.07%-26.0pp | 58.88%-19.8pp | 217.08%-178.0pp |
| Employer contribution / active EE | $1,298 | $4,810-73.0% | $4,305-69.9% | $4,299-69.8% |
| Participant deferral / active EE | $5,141 | $6,272-18.0% | $5,540-7.2% | $6,507-21.0% |
| Admin fee / account holder | $562 | $16,786-96.7% | $14,329-96.1% | $12,624-95.5% |