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 9-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 | $29,177 | $114,237-74.5% | $119,258-75.5% | $167,490-82.6% |
| Participation rate | 60.9% | 83.7%-22.9pp | 82.7%-21.8pp | 82.1%-21.2pp |
| Annual return | 11.61% | 29.87%-18.3pp | 30.69%-19.1pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,444 | $4,481-67.8% | $4,384-67.1% | $4,837-70.1% |
| Participant deferral / active EE | $3,089 | $6,084-49.2% | $6,111-49.4% | $6,341-51.3% |
| Admin fee / account holder | $10,801 | $8,932+20.9% | $7,226+49.5% | $12,309-12.3% |