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 10-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 | $61,319 | $59,417+3.2% | $93,606-34.5% | $74,495-17.7% |
| Participation rate | 34.5% | 59.7%-25.1pp | 68.7%-34.2pp | 67.2%-32.7pp |
| Annual return | 20.50% | 81.83%-61.3pp | 133.20%-112.7pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $1,359 | $1,264+7.5% | $2,420-43.8% | $2,623-48.2% |
| Participant deferral / active EE | $2,258 | $3,050-26.0% | $4,411-48.8% | $4,346-48.0% |
| Admin fee / account holder | $7,597 | $3,021+151.4% | $8,285-8.3% | $1,942+291.2% |