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 10-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 | $24,102 | $76,738-68.6% | $56,411-57.3% | $145,922-83.5% |
| Participation rate | 37.5% | 63.2%-25.7pp | 52.5%-15.0pp | 80.3%-42.8pp |
| Annual return | 8.63% | 2994.23%-2985.6pp | 1701.33%-1692.7pp | 561.29%-552.7pp |
| Employer contribution / active EE | $546 | $1,380-60.5% | $1,039-47.5% | $4,660-88.3% |
| Participant deferral / active EE | $959 | $2,623-63.4% | $1,952-50.9% | $6,688-85.7% |
| Admin fee / account holder | $3,360 | $3,334+0.8% | $2,829+18.8% | $13,397-74.9% |