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 9-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 | $19,650 | $75,828-74.1% | $147,614-86.7% | $59,632-67.0% |
| Participation rate | 52.4% | 71.6%-19.2pp | 84.6%-32.2pp | 68.7%-16.3pp |
| Annual return | 11.26% | 0.37%+10.9pp | 61.98%-50.7pp | 2041.28%-2030.0pp |
| Employer contribution / active EE | $1,547 | $3,485-55.6% | $5,564-72.2% | $2,203-29.8% |
| Participant deferral / active EE | $2,446 | $3,130-21.9% | $4,895-50.0% | $3,192-23.4% |
| Admin fee / account holder | $1,022 | $5,985-82.9% | $11,611-91.2% | $4,297-76.2% |