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 | $91,979 | $157,256-41.5% | $141,162-34.8% | $152,861-39.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 49.23% | 64.32%-15.1pp | 71.39%-22.2pp | 345.32%-296.1pp |
| Employer contribution / active EE | $8,028 | $5,261+52.6% | $4,735+69.6% | $4,762+68.6% |
| Participant deferral / active EE | $7,222 | $7,109+1.6% | $6,709+7.7% | $5,850+23.5% |
| Admin fee / account holder | $12,247 | $12,120+1.1% | $10,261+19.4% | $11,596+5.6% |