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 | $41,893 | $48,795-14.1% | $65,493-36.0% | $84,808-50.6% |
| Participation rate | 61.2% | 67.0%-5.8pp | 73.1%-11.9pp | 68.3%-7.1pp |
| Annual return | 13.39% | 20.20%-6.8pp | 982.45%-969.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $3,169 | $1,930+64.2% | $2,574+23.1% | $2,631+20.5% |
| Participant deferral / active EE | $1,169 | $2,928-60.1% | $3,961-70.5% | $4,212-72.2% |
| Admin fee / account holder | $2,224 | $3,877-42.6% | $5,028-55.8% | $7,344-69.7% |