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 | $29,048 | $65,561-55.7% | $86,188-66.3% | $75,163-61.4% |
| Participation rate | 58.3% | 60.5%-2.2pp | 69.0%-10.6pp | 67.2%-8.9pp |
| Annual return | 18.72% | 46.05%-27.3pp | 1168.45%-1149.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $540 | $1,553-65.3% | $2,380-77.3% | $2,670-79.8% |
| Participant deferral / active EE | $2,683 | $3,024-11.3% | $3,985-32.7% | $4,125-35.0% |
| Admin fee / account holder | $1,455 | $5,474-73.4% | $6,852-78.8% | $5,651-74.3% |