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 | $236,484 | $102,382+131.0% | $147,005+60.9% | $80,874+192.4% |
| Participation rate | 62.0% | 75.8%-13.8pp | 82.2%-20.2pp | 67.6%-5.6pp |
| Annual return | 13.09% | 134.89%-121.8pp | 418.76%-405.7pp | 35.62%-22.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,872 | $6,646+18.4% | $8,070-2.5% | $4,297+83.2% |
| Admin fee / account holder | $2,997 | $7,942-62.3% | $13,006-77.0% | $6,935-56.8% |