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 | $23,424 | $78,694-70.2% | $67,652-65.4% | $125,391-81.3% |
| Participation rate | 68.8% | 78.8%-10.1pp | 75.7%-6.9pp | 83.2%-14.4pp |
| Annual return | 0.09% | 9.46%-9.4pp | 6625.04%-6624.9pp | 282.22%-282.1pp |
| Employer contribution / active EE | $4,692 | $3,044+54.1% | $2,266+107.1% | $4,866-3.6% |
| Participant deferral / active EE | $4,907 | $4,292+14.3% | $3,560+37.9% | $5,352-8.3% |
| Admin fee / account holder | $9,403 | $7,403+27.0% | $4,821+95.1% | $9,540-1.4% |