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 7-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 | $19,338 | $77,899-75.2% | $149,673-87.1% | $75,163-74.3% |
| Participation rate | 40.0% | 65.6%-25.6pp | 78.8%-38.8pp | 67.2%-27.2pp |
| Annual return | 27.70% | 31.72%-4.0pp | 134.42%-106.7pp | 160.62%-132.9pp |
| Employer contribution / active EE | $5,333 | $3,137+70.0% | $4,818+10.7% | $2,670+99.8% |
| Participant deferral / active EE | $2,238 | $3,411-34.4% | $5,680-60.6% | $4,125-45.7% |
| Admin fee / account holder | $1,821 | $5,956-69.4% | $13,210-86.2% | $5,651-67.8% |