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 | $21,725 | $29,660-26.8% | $56,411-61.5% | $80,856-73.1% |
| Participation rate | 33.8% | 41.6%-7.9pp | 52.5%-18.7pp | 67.6%-33.9pp |
| Annual return | 14.16% | 35.23%-21.1pp | 1701.33%-1687.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $534 | $669-20.2% | $1,039-48.6% | $2,755-80.6% |
| Participant deferral / active EE | $1,921 | $1,226+56.7% | $1,952-1.6% | $4,296-55.3% |
| Admin fee / account holder | $2,180 | $2,428-10.2% | $2,829-22.9% | $6,918-68.5% |