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 | $68,362 | $92,703-26.3% | $82,719-17.4% | $134,475-49.2% |
| Participation rate | 47.8% | 75.2%-27.4pp | 72.6%-24.7pp | 81.2%-33.4pp |
| Annual return | 23.94% | 944.92%-921.0pp | 701.18%-677.2pp | 417.96%-394.0pp |
| Employer contribution / active EE | $2,718 | $3,274-17.0% | $3,009-9.7% | $4,740-42.6% |
| Participant deferral / active EE | $4,153 | $4,802-13.5% | $4,395-5.5% | $6,400-35.1% |
| Admin fee / account holder | $3,348 | $5,983-44.0% | $5,329-37.2% | $11,426-70.7% |