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 | $74,486 | $62,573+19.0% | $85,682-13.1% | $85,850-13.2% |
| Participation rate | 46.6% | 61.1%-14.6pp | 69.9%-23.3pp | 69.3%-22.7pp |
| Annual return | 18.11% | 23.77%-5.7pp | 21.49%-3.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $1,559 | $1,757-11.2% | $2,618-40.4% | $2,565-39.2% |
| Participant deferral / active EE | $3,779 | $2,802+34.9% | $3,923-3.6% | $3,952-4.4% |
| Admin fee / account holder | $2,393 | $4,640-48.4% | $6,873-65.2% | $6,260-61.8% |