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 | $14,257 | $76,785-81.4% | $56,441-74.7% | $145,959-90.2% |
| Participation rate | 31.6% | 63.2%-31.7pp | 52.5%-20.9pp | 80.3%-48.7pp |
| Annual return | 10.67% | 3000.51%-2989.8pp | 1704.21%-1693.5pp | 561.95%-551.3pp |
| Employer contribution / active EE | $858 | $1,381-37.9% | $1,039-17.4% | $4,661-81.6% |
| Participant deferral / active EE | $2,756 | $2,624+5.1% | $1,953+41.1% | $6,689-58.8% |
| Admin fee / account holder | $5,958 | $3,334+78.7% | $2,829+110.6% | $13,398-55.5% |