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 | $35,041 | $73,360-52.2% | $177,989-80.3% | $74,495-53.0% |
| Participation rate | 44.8% | 66.6%-21.9pp | 77.1%-32.3pp | 67.2%-22.4pp |
| Annual return | 23.65% | 17.49%+6.2pp | 294.48%-270.8pp | 1364.94%-1341.3pp |
| Employer contribution / active EE | $1,695 | $2,216-23.5% | $3,949-57.1% | $2,623-35.4% |
| Participant deferral / active EE | $2,781 | $4,513-38.4% | $6,276-55.7% | $4,346-36.0% |
| Admin fee / account holder | $9,325 | $1,808+415.8% | $10,363-10.0% | $1,942+380.2% |