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 | $38,249 | $82,664-53.7% | $125,339-69.5% | $68,494-44.2% |
| Participation rate | 59.6% | 75.0%-15.5pp | 82.4%-22.8pp | 67.9%-8.3pp |
| Annual return | 7.85% | -5.97%+13.8pp | 572.05%-564.2pp | -7.84%+15.7pp |
| Employer contribution / active EE | $1,987 | $3,381-41.2% | $4,814-58.7% | $2,596-23.5% |
| Participant deferral / active EE | $4,654 | $6,110-23.8% | $7,446-37.5% | $4,027+15.6% |
| Admin fee / account holder | $2,792 | $6,275-55.5% | $10,010-72.1% | $5,403-48.3% |