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 7-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 | $36,102 | $81,625-55.8% | $58,482-38.3% | $139,434-74.1% |
| Participation rate | 31.6% | 61.3%-29.8pp | 50.9%-19.3pp | 80.3%-48.7pp |
| Annual return | 17.93% | 7404.20%-7386.3pp | 4239.32%-4221.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $908 | $1,398-35.1% | $1,053-13.8% | $4,751-80.9% |
| Participant deferral / active EE | $3,544 | $2,557+38.6% | $1,924+84.2% | $6,710-47.2% |
| Admin fee / account holder | $569 | $3,265-82.6% | $2,516-77.4% | $11,403-95.0% |