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 | $29,196 | $109,982-73.5% | $97,226-70.0% | $145,922-80.0% |
| Participation rate | 46.7% | 75.9%-29.3pp | 72.7%-26.0pp | 80.3%-33.6pp |
| Annual return | 10.62% | 242.90%-232.3pp | 75.13%-64.5pp | 561.29%-550.7pp |
| Employer contribution / active EE | $786 | $3,084-74.5% | $2,729-71.2% | $4,660-83.1% |
| Participant deferral / active EE | $3,162 | $4,676-32.4% | $4,264-25.8% | $6,688-52.7% |
| Admin fee / account holder | $1,217 | $6,221-80.4% | $5,654-78.5% | $13,397-90.9% |