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 7-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 | $23,150 | $96,305-76.0% | $80,569-71.3% | $139,434-83.4% |
| Participation rate | 27.8% | 73.6%-45.9pp | 67.0%-39.2pp | 80.3%-52.5pp |
| Annual return | 20.63% | 1350.08%-1329.5pp | 935.43%-914.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $871 | $3,262-73.3% | $2,723-68.0% | $4,751-81.7% |
| Participant deferral / active EE | $1,266 | $5,232-75.8% | $4,447-71.5% | $6,710-81.1% |
| Admin fee / account holder | $363 | $6,599-94.5% | $5,377-93.3% | $11,403-96.8% |