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 3-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 | $24,227 | $62,146-61.0% | $81,438-70.3% | $74,546-67.5% |
| Participation rate | 46.6% | 64.1%-17.5pp | 69.5%-22.9pp | 67.2%-20.6pp |
| Annual return | 20.91% | 16.49%+4.4pp | 24.74%-3.8pp | 1366.03%-1345.1pp |
| Employer contribution / active EE | $1,698 | $1,883-9.8% | $2,460-31.0% | $2,624-35.3% |
| Participant deferral / active EE | $2,879 | $3,229-10.8% | $3,883-25.9% | $4,347-33.8% |
| Admin fee / account holder | $3,478 | $1,922+80.9% | $5,764-39.7% | $1,944+79.0% |