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 6-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 | $134,356 | $112,096+19.9% | $95,952+40.0% | $158,922-15.5% |
| Participation rate | 0.0% | 79.0%-79.0pp | 77.1%-77.1pp | 82.0%-82.0pp |
| Annual return | 8.24% | 171.09%-162.9pp | 91.61%-83.4pp | 302.83%-294.6pp |
| Employer contribution / active EE | $1,334 | $3,198-58.3% | $2,541-47.5% | $4,761-72.0% |
| Participant deferral / active EE | $4,320 | $4,784-9.7% | $4,167+3.7% | $5,982-27.8% |
| Admin fee / account holder | $93,850 | $10,130+826.4% | $6,795+1281.1% | $11,246+734.5% |