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 | $15,589 | $55,453-71.9% | $170,442-90.9% | $62,292-75.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 22.82% | 21.38%+1.4pp | 205.93%-183.1pp | 28.90%-6.1pp |
| Employer contribution / active EE | $539 | $2,164-75.1% | $5,433-90.1% | $2,042-73.6% |
| Participant deferral / active EE | $1,722 | $2,303-25.2% | $4,939-65.1% | $3,169-45.6% |
| Admin fee / account holder | $1,674 | $455+267.8% | $13,880-87.9% | $479+249.2% |