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 7-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 | $36,424 | $95,266-61.8% | $82,389-55.8% | $142,382-74.4% |
| Participation rate | 58.3% | 74.5%-16.1pp | 69.5%-11.2pp | 80.1%-21.8pp |
| Annual return | 15.50% | 25.74%-10.2pp | 28.67%-13.2pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,049 | $2,991-64.9% | $2,517-58.3% | $4,299-75.6% |
| Participant deferral / active EE | $3,658 | $4,809-23.9% | $4,155-12.0% | $6,507-43.8% |
| Admin fee / account holder | $1,005 | $8,563-88.3% | $7,231-86.1% | $12,624-92.0% |