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 10-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 | $64,413 | $76,738-16.1% | $56,411+14.2% | $145,922-55.9% |
| Participation rate | 29.4% | 63.2%-33.8pp | 52.5%-23.1pp | 80.3%-50.9pp |
| Annual return | 15.12% | 2994.23%-2979.1pp | 1701.33%-1686.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $772 | $1,380-44.0% | $1,039-25.6% | $4,660-83.4% |
| Participant deferral / active EE | $1,385 | $2,623-47.2% | $1,952-29.0% | $6,688-79.3% |
| Admin fee / account holder | $4,419 | $3,334+32.6% | $2,829+56.2% | $13,397-67.0% |