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 | $33,414 | $81,625-59.1% | $58,482-42.9% | $139,434-76.0% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 33.09% | 7404.20%-7371.1pp | 4239.32%-4206.2pp | 372.94%-339.8pp |
| Employer contribution / active EE | $712 | $1,398-49.1% | $1,053-32.4% | $4,751-85.0% |
| Participant deferral / active EE | $2,449 | $2,557-4.2% | $1,924+27.3% | $6,710-63.5% |
| Admin fee / account holder | $1,948 | $3,265-40.3% | $2,516-22.6% | $11,403-82.9% |