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 | $30,205 | $102,966-70.7% | $90,281-66.5% | $152,861-80.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 27.78% | 95.16%-67.4pp | 78.10%-50.3pp | 345.32%-317.5pp |
| Employer contribution / active EE | $2,342 | $3,139-25.4% | $2,854-17.9% | $4,762-50.8% |
| Participant deferral / active EE | $5,296 | $4,281+23.7% | $3,885+36.3% | $5,850-9.5% |
| Admin fee / account holder | $343 | $6,171-94.4% | $5,351-93.6% | $11,596-97.0% |