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 | $143,328 | $76,738+86.8% | $56,411+154.1% | $145,922-1.8% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.2pp | 80.3%-58.1pp |
| Annual return | 12.68% | 2994.23%-2981.5pp | 1701.33%-1688.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,135 | $1,380-17.8% | $1,039+9.3% | $4,660-75.6% |
| Participant deferral / active EE | $1,156 | $2,623-55.9% | $1,952-40.8% | $6,688-82.7% |
| Admin fee / account holder | $2,515 | $3,334-24.6% | $2,829-11.1% | $13,397-81.2% |