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 | $23,597 | $228,332-89.7% | $185,823-87.3% | $158,922-85.2% |
| Participation rate | 42.9% | 82.3%-39.4pp | 78.0%-35.2pp | 82.0%-39.1pp |
| Annual return | 22.19% | 40.80%-18.6pp | 35.95%-13.8pp | 302.83%-280.6pp |
| Employer contribution / active EE | $601 | $4,967-87.9% | $4,087-85.3% | $4,761-87.4% |
| Participant deferral / active EE | $2,827 | $6,415-55.9% | $5,632-49.8% | $5,982-52.7% |
| Admin fee / account holder | $2,397 | $11,864-79.8% | $9,500-74.8% | $11,246-78.7% |