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 | $29,563 | $92,222-67.9% | $76,768-61.5% | $135,375-78.2% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | 3496.25% | 5.46%+3490.8pp | 2.43%+3493.8pp | 519.73%+2976.5pp |
| Employer contribution / active EE | $1,322 | $3,216-58.9% | $2,485-46.8% | $4,779-72.3% |
| Participant deferral / active EE | $4,131 | $4,509-8.4% | $3,852+7.3% | $5,609-26.3% |
| Admin fee / account holder | $672 | $10,748-93.8% | $6,675-89.9% | $10,827-93.8% |