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 6-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 | $30,025 | $76,738-60.9% | $56,411-46.8% | $145,922-79.4% |
| Participation rate | 37.5% | 63.2%-25.7pp | 52.5%-15.0pp | 80.3%-42.8pp |
| Annual return | 14.65% | 2994.23%-2979.6pp | 1701.33%-1686.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,073 | $1,380-22.2% | $1,039+3.3% | $4,660-77.0% |
| Participant deferral / active EE | $2,122 | $2,623-19.1% | $1,952+8.7% | $6,688-68.3% |
| Admin fee / account holder | $6,802 | $3,334+104.0% | $2,829+140.5% | $13,397-49.2% |