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 | $24,689 | $103,376-76.1% | $87,100-71.7% | $152,861-83.8% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 29.01% | 28.10%+0.9pp | 28.19%+0.8pp | 345.32%-316.3pp |
| Employer contribution / active EE | $1,199 | $3,220-62.8% | $2,521-52.4% | $4,762-74.8% |
| Participant deferral / active EE | $3,761 | $4,778-21.3% | $4,049-7.1% | $5,850-35.7% |
| Admin fee / account holder | $564 | $12,205-95.4% | $7,497-92.5% | $11,596-95.1% |