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 7-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 | $36,793 | $47,479-22.5% | $62,929-41.5% | $82,448-55.4% |
| Participation rate | 24.2% | 66.9%-42.6pp | 73.1%-48.9pp | 68.1%-43.8pp |
| Annual return | 18.15% | 20.34%-2.2pp | 1063.93%-1045.8pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,088 | $2,870-62.1% | $3,888-72.0% | $4,139-73.7% |
| Admin fee / account holder | $764 | $3,804-79.9% | $5,065-84.9% | $7,234-89.4% |