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 | $25,821 | $64,839-60.2% | $95,585-73.0% | $84,808-69.6% |
| Participation rate | 66.7% | 63.8%+2.8pp | 72.1%-5.4pp | 68.3%-1.6pp |
| Annual return | 17.52% | -670.96%+688.5pp | 38.56%-21.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,680 | $1,759-4.5% | $2,527-33.5% | $2,631-36.2% |
| Participant deferral / active EE | $3,006 | $2,965+1.4% | $4,023-25.3% | $4,212-28.6% |
| Admin fee / account holder | $2,529 | $5,964-57.6% | $6,127-58.7% | $7,344-65.6% |