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 | $14,264 | $27,915-48.9% | $58,482-75.6% | $75,163-81.0% |
| Participation rate | 52.0% | 38.8%+13.2pp | 50.9%+1.1pp | 67.2%-15.2pp |
| Annual return | 25.24% | 44.20%-19.0pp | 4239.32%-4214.1pp | 160.62%-135.4pp |
| Employer contribution / active EE | $692 | $669+3.4% | $1,053-34.3% | $2,670-74.1% |
| Participant deferral / active EE | $1,295 | $1,201+7.8% | $1,924-32.7% | $4,125-68.6% |
| Admin fee / account holder | $1,623 | $1,726-6.0% | $2,516-35.5% | $5,651-71.3% |