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 | $18,530 | $106,515-82.6% | $96,683-80.8% | $139,434-86.7% |
| Participation rate | 52.9% | 77.8%-24.9pp | 74.3%-21.4pp | 80.3%-27.4pp |
| Annual return | 67.13% | 38.43%+28.7pp | 35.69%+31.4pp | 372.94%-305.8pp |
| Employer contribution / active EE | $1,073 | $4,103-73.8% | $3,737-71.3% | $4,751-77.4% |
| Participant deferral / active EE | $2,406 | $5,454-55.9% | $4,878-50.7% | $6,710-64.1% |
| Admin fee / account holder | $494 | $7,877-93.7% | $6,730-92.7% | $11,403-95.7% |