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 9-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 | $56,239 | $99,652-43.6% | $78,778-28.6% | $147,584-61.9% |
| Participation rate | 20.0% | 76.2%-56.2pp | 69.2%-49.2pp | 82.8%-62.8pp |
| Annual return | 17.80% | 47.28%-29.5pp | 35.62%-17.8pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,058 | $2,796-62.1% | $1,986-46.7% | $4,876-78.3% |
| Participant deferral / active EE | $4,200 | $3,664+14.6% | $2,958+42.0% | $5,439-22.8% |
| Admin fee / account holder | $496 | $7,155-93.1% | $5,134-90.3% | $10,885-95.4% |