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 | $29,660+15.4% | $56,411-39.3% | $80,856-57.7% |
| Participation rate | 48.3% | 41.6%+6.6pp | 52.5%-4.2pp | 67.6%-19.4pp |
| Annual return | 13.31% | 35.23%-21.9pp | 1701.33%-1688.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,230 | $669+83.8% | $1,039+18.5% | $2,755-55.3% |
| Participant deferral / active EE | $2,239 | $1,226+82.6% | $1,952+14.7% | $4,296-47.9% |
| Admin fee / account holder | $1,247 | $2,428-48.6% | $2,829-55.9% | $6,918-82.0% |