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 | $39,307 | $55,415-29.1% | $155,509-74.7% | $74,495-47.2% |
| Participation rate | 52.4% | 61.9%-9.5pp | 78.2%-25.8pp | 67.2%-14.8pp |
| Annual return | 18.27% | 268.50%-250.2pp | 64.67%-46.4pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $1,845 | $2,267-18.6% | $4,672-60.5% | $2,623-29.7% |
| Participant deferral / active EE | $3,756 | $2,836+32.5% | $5,626-33.2% | $4,346-13.6% |
| Admin fee / account holder | $5,284 | $1,738+203.9% | $15,912-66.8% | $1,942+172.1% |