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 | $18,691 | $83,902-77.7% | $167,512-88.8% | $84,808-78.0% |
| Participation rate | 64.7% | 66.5%-1.8pp | 77.1%-12.4pp | 68.3%-3.6pp |
| Annual return | 17.26% | 91.55%-74.3pp | 1615.79%-1598.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,939 | $2,264-14.3% | $3,882-50.0% | $2,631-26.3% |
| Participant deferral / active EE | $2,127 | $4,442-52.1% | $6,405-66.8% | $4,212-49.5% |
| Admin fee / account holder | $1,119 | $7,915-85.9% | $9,769-88.5% | $7,344-84.8% |