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 | $62,774 | $61,789+1.6% | $97,167-35.4% | $80,874-22.4% |
| Participation rate | 45.2% | 63.5%-18.3pp | 72.7%-27.5pp | 67.6%-22.5pp |
| Annual return | 15.66% | -557.90%+573.6pp | 75.27%-59.6pp | 35.62%-20.0pp |
| Employer contribution / active EE | $693 | $1,837-62.3% | $2,729-74.6% | $2,756-74.8% |
| Participant deferral / active EE | $1,219 | $3,028-59.8% | $4,264-71.4% | $4,297-71.6% |
| Admin fee / account holder | $2,625 | $5,168-49.2% | $5,650-53.5% | $6,935-62.1% |