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 | $59,530 | $99,985-40.5% | $146,665-59.4% | $85,850-30.7% |
| Participation rate | 56.1% | 73.1%-17.0pp | 80.1%-24.0pp | 69.3%-13.2pp |
| Annual return | 13.66% | 18.93%-5.3pp | 22.74%-9.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,643 | $2,559-35.8% | $4,136-60.3% | $2,565-35.9% |
| Participant deferral / active EE | $2,486 | $4,006-37.9% | $5,506-54.8% | $3,952-37.1% |
| Admin fee / account holder | $1,742 | $7,702-77.4% | $10,280-83.1% | $6,260-72.2% |