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 8-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 | $141,847 | $91,552+54.9% | $133,956+5.9% | $79,858+77.6% |
| Participation rate | 64.9% | 73.3%-8.5pp | 79.8%-15.0pp | 69.6%-4.8pp |
| Annual return | 53.41% | 61.85%-8.4pp | 45.09%+8.3pp | 31.71%+21.7pp |
| Employer contribution / active EE | $1,793 | $2,384-24.8% | $3,919-54.2% | $2,471-27.4% |
| Participant deferral / active EE | $4,498 | $3,733+20.5% | $5,048-10.9% | $3,740+20.3% |
| Admin fee / account holder | $14,565 | $6,321+130.4% | $8,927+63.2% | $5,306+174.5% |