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 8-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 | $52,459 | $99,877-47.5% | $84,966-38.3% | $145,922-64.1% |
| Participation rate | 64.3% | 74.1%-9.8pp | 67.5%-3.2pp | 80.3%-16.0pp |
| Annual return | 11.82% | 83.76%-71.9pp | 66.38%-54.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,364 | $3,231-57.8% | $2,727-50.0% | $4,660-70.7% |
| Participant deferral / active EE | $3,551 | $5,291-32.9% | $4,519-21.4% | $6,688-46.9% |
| Admin fee / account holder | $1,145 | $7,248-84.2% | $6,149-81.4% | $13,397-91.5% |