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 | $27,933 | $108,172-74.2% | $77,482-63.9% | $158,922-82.4% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 13.83% | 31.67%-17.8pp | 54.79%-41.0pp | 302.83%-289.0pp |
| Employer contribution / active EE | $175 | $1,325-86.8% | $986-82.3% | $4,761-96.3% |
| Participant deferral / active EE | $700 | $2,456-71.5% | $1,861-62.4% | $5,982-88.3% |
| Admin fee / account holder | $2,793 | $3,708-24.7% | $2,858-2.3% | $11,246-75.2% |