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 | $12,511 | $72,071-82.6% | $68,368-81.7% | $137,256-90.9% |
| Participation rate | 53.8% | 76.2%-22.4pp | 73.8%-19.9pp | 80.0%-26.1pp |
| Annual return | 23.30% | 353.14%-329.8pp | 292.57%-269.3pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,131 | $2,788-23.6% | $2,649-19.5% | $4,156-48.7% |
| Participant deferral / active EE | $3,102 | $4,410-29.7% | $4,123-24.8% | $6,407-51.6% |
| Admin fee / account holder | $1,208 | $5,336-77.4% | $5,150-76.5% | $12,270-90.2% |