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 4-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 | $33,100 | $102,604-67.7% | $86,188-61.6% | $139,434-76.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 18.98% | 1922.51%-1903.5pp | 1168.45%-1149.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,965 | $3,032-35.2% | $2,380-17.4% | $4,751-58.6% |
| Participant deferral / active EE | $4,697 | $4,676+0.5% | $3,985+17.9% | $6,710-30.0% |
| Admin fee / account holder | $1,372 | $8,657-84.1% | $6,852-80.0% | $11,403-88.0% |