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 | $39,309 | $76,738-48.8% | $56,411-30.3% | $145,922-73.1% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 8.65% | 2994.23%-2985.6pp | 1701.33%-1692.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $722 | $1,380-47.7% | $1,039-30.5% | $4,660-84.5% |
| Participant deferral / active EE | $3,393 | $2,623+29.4% | $1,952+73.9% | $6,688-49.3% |
| Admin fee / account holder | $3,135 | $3,334-5.9% | $2,829+10.8% | $13,397-76.6% |