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 | $46,549 | $49,922-6.8% | $80,569-42.2% | $75,163-38.1% |
| Participation rate | 68.3% | 55.3%+13.0pp | 67.0%+1.3pp | 67.2%+1.1pp |
| Annual return | 22.45% | 34.69%-12.2pp | 935.43%-913.0pp | 160.62%-138.2pp |
| Employer contribution / active EE | $1,478 | $1,698-13.0% | $2,723-45.7% | $2,670-44.6% |
| Participant deferral / active EE | $3,181 | $2,990+6.4% | $4,447-28.5% | $4,125-22.9% |
| Admin fee / account holder | $1,963 | $3,577-45.1% | $5,377-63.5% | $5,651-65.3% |