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 6-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 | $37,054 | $29,660+24.9% | $56,411-34.3% | $80,856-54.2% |
| Participation rate | 22.2% | 41.6%-19.4pp | 52.5%-30.2pp | 67.6%-45.4pp |
| Annual return | 12.27% | 35.23%-23.0pp | 1701.33%-1689.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $477 | $669-28.8% | $1,039-54.1% | $2,755-82.7% |
| Participant deferral / active EE | $1,116 | $1,226-9.0% | $1,952-42.8% | $4,296-74.0% |
| Admin fee / account holder | $4,240 | $2,428+74.7% | $2,829+49.9% | $6,918-38.7% |