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 | $74,004 | $83,902-11.8% | $167,512-55.8% | $84,808-12.7% |
| Participation rate | 48.4% | 66.5%-18.1pp | 77.1%-28.7pp | 68.3%-19.9pp |
| Annual return | 15.16% | 91.55%-76.4pp | 1615.79%-1600.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,302 | $2,264-42.5% | $3,882-66.5% | $2,631-50.5% |
| Participant deferral / active EE | $2,641 | $4,442-40.6% | $6,405-58.8% | $4,212-37.3% |
| Admin fee / account holder | $852 | $7,915-89.2% | $9,769-91.3% | $7,344-88.4% |