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 | $53,734 | $81,625-34.2% | $58,482-8.1% | $139,434-61.5% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 26.40% | 7404.20%-7377.8pp | 4239.32%-4212.9pp | 372.94%-346.5pp |
| Employer contribution / active EE | $1,160 | $1,398-17.0% | $1,053+10.2% | $4,751-75.6% |
| Participant deferral / active EE | $2,983 | $2,557+16.7% | $1,924+55.0% | $6,710-55.5% |
| Admin fee / account holder | $2,223 | $3,265-31.9% | $2,516-11.6% | $11,403-80.5% |