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 | $67,700 | $48,570+39.4% | $130,648-48.2% | $72,985-7.2% |
| Participation rate | 53.9% | 58.6%-4.6pp | 71.7%-17.8pp | 69.5%-15.5pp |
| Annual return | 21.39% | 38.63%-17.2pp | 1708.96%-1687.6pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,256 | $1,334-5.9% | $4,092-69.3% | $2,440-48.5% |
| Participant deferral / active EE | $2,395 | $2,384+0.5% | $3,603-33.5% | $3,607-33.6% |
| Admin fee / account holder | $10,335 | $3,549+191.2% | $5,464+89.1% | $5,124+101.7% |