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 | $26,550 | $110,502-76.0% | $80,716-67.1% | $167,490-84.1% |
| Participation rate | 36.4% | 64.0%-27.6pp | 54.2%-17.8pp | 82.1%-45.7pp |
| Annual return | 18.70% | 120.54%-101.8pp | 87.28%-68.6pp | 478.56%-459.9pp |
| Employer contribution / active EE | $289 | $1,543-81.2% | $1,160-75.1% | $4,837-94.0% |
| Participant deferral / active EE | $2,369 | $2,871-17.5% | $2,146+10.4% | $6,341-62.6% |
| Admin fee / account holder | $629 | $4,545-86.2% | $3,380-81.4% | $12,309-94.9% |