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 | $46,307 | $102,966-55.0% | $90,281-48.7% | $152,861-69.7% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 27.97% | 95.16%-67.2pp | 78.10%-50.1pp | 345.32%-317.3pp |
| Employer contribution / active EE | $640 | $3,139-79.6% | $2,854-77.6% | $4,762-86.6% |
| Participant deferral / active EE | $6,332 | $4,281+47.9% | $3,885+63.0% | $5,850+8.2% |
| Admin fee / account holder | $310 | $6,171-95.0% | $5,351-94.2% | $11,596-97.3% |