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 | $16,396 | $100,852-83.7% | $90,404-81.9% | $158,922-89.7% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.7%-11.1pp | 82.0%-20.4pp |
| Annual return | 26.03% | 1724.20%-1698.2pp | 1293.02%-1267.0pp | 302.83%-276.8pp |
| Employer contribution / active EE | $862 | $3,689-76.6% | $3,262-73.6% | $4,761-81.9% |
| Participant deferral / active EE | $3,572 | $4,348-17.8% | $3,963-9.9% | $5,982-40.3% |
| Admin fee / account holder | $1,394 | $6,501-78.6% | $5,611-75.2% | $11,246-87.6% |