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 | $34,226 | $29,667+15.4% | $56,441-39.4% | $80,874-57.7% |
| Participation rate | 48.3% | 41.7%+6.6pp | 52.5%-4.2pp | 67.6%-19.4pp |
| Annual return | 13.31% | 35.22%-21.9pp | 1704.21%-1690.9pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,230 | $669+83.8% | $1,039+18.4% | $2,756-55.3% |
| Participant deferral / active EE | $2,239 | $1,227+82.5% | $1,953+14.6% | $4,297-47.9% |
| Admin fee / account holder | $1,247 | $2,429-48.7% | $2,829-55.9% | $6,935-82.0% |