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 5-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 | $36,110 | $109,904-67.1% | $97,167-62.8% | $145,959-75.3% |
| Participation rate | 63.6% | 75.9%-12.3pp | 72.7%-9.0pp | 80.3%-16.6pp |
| Annual return | 15.97% | 243.43%-227.5pp | 75.27%-59.3pp | 561.95%-546.0pp |
| Employer contribution / active EE | $1,753 | $3,084-43.2% | $2,729-35.8% | $4,661-62.4% |
| Participant deferral / active EE | $3,401 | $4,676-27.3% | $4,264-20.2% | $6,689-49.2% |
| Admin fee / account holder | $1,145 | $6,216-81.6% | $5,650-79.7% | $13,398-91.5% |