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 | $17,666 | $96,305-81.7% | $80,569-78.1% | $139,434-87.3% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 18.54% | 1350.08%-1331.5pp | 935.43%-916.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,435 | $3,262-56.0% | $2,723-47.3% | $4,751-69.8% |
| Participant deferral / active EE | $2,163 | $5,232-58.7% | $4,447-51.4% | $6,710-67.8% |
| Admin fee / account holder | $3,006 | $6,599-54.4% | $5,377-44.1% | $11,403-73.6% |