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 | $122,604 | $183,519-33.2% | $155,509-21.2% | $145,922-16.0% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.4pp | 80.3%-11.5pp |
| Annual return | 13.47% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $6,113 | $5,313+15.1% | $4,672+30.8% | $4,660+31.2% |
| Participant deferral / active EE | $4,223 | $6,462-34.7% | $5,626-24.9% | $6,688-36.9% |
| Admin fee / account holder | $17,693 | $19,313-8.4% | $15,912+11.2% | $13,397+32.1% |