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 | $42,744 | $77,145-44.6% | $108,410-60.6% | $85,850-50.2% |
| Participation rate | 66.7% | 74.7%-8.0pp | 80.1%-13.5pp | 69.3%-2.6pp |
| Annual return | 28.00% | 44.54%-16.5pp | 905.27%-877.3pp | 318.53%-290.5pp |
| Employer contribution / active EE | $1,741 | $2,379-26.8% | $3,558-51.1% | $2,565-32.1% |
| Participant deferral / active EE | $6,876 | $5,566+23.5% | $6,563+4.8% | $3,952+74.0% |
| Admin fee / account holder | $2,381 | $5,172-54.0% | $7,295-67.4% | $6,260-62.0% |