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 | $132,481 | $209,411-36.7% | $178,490-25.8% | $158,922-16.6% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 6.68% | 188.75%-182.1pp | 151.07%-144.4pp | 302.83%-296.1pp |
| Employer contribution / active EE | $1,598 | $5,706-72.0% | $5,011-68.1% | $4,761-66.4% |
| Participant deferral / active EE | $6,723 | $5,954+12.9% | $5,202+29.2% | $5,982+12.4% |
| Admin fee / account holder | $2,852 | $17,074-83.3% | $13,984-79.6% | $11,246-74.6% |