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 8-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 | $25,577 | $88,751-71.2% | $81,812-68.7% | $145,922-82.5% |
| Participation rate | 65.0% | 75.0%-10.0pp | 72.3%-7.3pp | 80.3%-15.3pp |
| Annual return | 11.27% | 1025.40%-1014.1pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,412 | $3,083-54.2% | $2,912-51.5% | $4,660-69.7% |
| Participant deferral / active EE | $1,974 | $4,643-57.5% | $4,319-54.3% | $6,688-70.5% |
| Admin fee / account holder | $5,600 | $8,415-33.5% | $7,386-24.2% | $13,397-58.2% |