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 | $143,874 | $133,922+7.4% | $116,228+23.8% | $142,382+1.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 12.54% | 147.76%-135.2pp | 90.06%-77.5pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,604 | $3,446-53.5% | $2,994-46.4% | $4,299-62.7% |
| Participant deferral / active EE | $4,362 | $5,672-23.1% | $4,953-11.9% | $6,507-33.0% |
| Admin fee / account holder | $5,072 | $14,945-66.1% | $11,989-57.7% | $12,624-59.8% |