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 10-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 | $41,011 | $63,861-35.8% | $104,607-60.8% | $79,858-48.6% |
| Participation rate | 56.3% | 64.9%-8.7pp | 74.1%-17.8pp | 69.6%-13.4pp |
| Annual return | 13.81% | 21.30%-7.5pp | 340.46%-326.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,694 | $1,588+6.6% | $2,681-36.8% | $2,471-31.5% |
| Participant deferral / active EE | $2,833 | $2,693+5.2% | $3,740-24.2% | $3,740-24.3% |
| Admin fee / account holder | $9,138 | $4,185+118.4% | $6,473+41.2% | $5,306+72.2% |