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 | $32,216 | $30,400+6.0% | $53,898-40.2% | $84,808-62.0% |
| Participation rate | 55.9% | 46.4%+9.4pp | 55.0%+0.9pp | 68.3%-12.4pp |
| Annual return | 17.29% | 500.19%-482.9pp | 528.60%-511.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $525 | $603-12.9% | $932-43.7% | $2,631-80.1% |
| Participant deferral / active EE | $1,087 | $1,199-9.3% | $1,826-40.5% | $4,212-74.2% |
| Admin fee / account holder | $3,508 | $1,993+76.0% | $2,491+40.8% | $7,344-52.2% |