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 8-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 | $19,119 | $111,724-82.9% | $93,606-79.6% | $145,922-86.9% |
| Participation rate | 46.7% | 74.2%-27.5pp | 68.7%-22.1pp | 80.3%-33.6pp |
| Annual return | 13.28% | 202.98%-189.7pp | 133.20%-119.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,013 | $3,090-67.2% | $2,420-58.1% | $4,660-78.3% |
| Participant deferral / active EE | $3,255 | $4,912-33.7% | $4,411-26.2% | $6,688-51.3% |
| Admin fee / account holder | $51,087 | $10,250+398.4% | $8,285+516.6% | $13,397+281.3% |