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 | $122,980 | $202,432-39.2% | $169,368-27.4% | $139,434-11.8% |
| Participation rate | 61.5% | 81.1%-19.5pp | 77.1%-15.6pp | 80.3%-18.8pp |
| Annual return | 17.95% | 531.74%-513.8pp | 405.60%-387.7pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,646 | $4,692-64.9% | $4,013-59.0% | $4,751-65.4% |
| Participant deferral / active EE | $4,232 | $6,938-39.0% | $6,221-32.0% | $6,710-36.9% |
| Admin fee / account holder | $843 | $10,708-92.1% | $9,003-90.6% | $11,403-92.6% |