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 | $16,827 | $99,918-83.2% | $81,382-79.3% | $145,922-88.5% |
| Participation rate | 38.5% | 74.2%-35.7pp | 69.5%-31.0pp | 80.3%-41.8pp |
| Annual return | 12.09% | 34.32%-22.2pp | 24.73%-12.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $907 | $2,978-69.5% | $2,463-63.2% | $4,660-80.5% |
| Participant deferral / active EE | $1,101 | $4,605-76.1% | $3,883-71.7% | $6,688-83.5% |
| Admin fee / account holder | $375 | $8,212-95.4% | $5,768-93.5% | $13,397-97.2% |