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 6-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 | $18,210 | $48,046-62.1% | $84,611-78.5% | $72,985-75.0% |
| Participation rate | 57.7% | 57.6%+0.1pp | 68.2%-10.5pp | 69.5%-11.8pp |
| Annual return | 28.12% | 37.38%-9.3pp | 258.74%-230.6pp | 81.00%-52.9pp |
| Employer contribution / active EE | $1,186 | $1,602-25.9% | $2,652-55.3% | $2,440-51.4% |
| Participant deferral / active EE | $2,634 | $2,680-1.7% | $3,899-32.5% | $3,607-27.0% |
| Admin fee / account holder | $544 | $3,395-84.0% | $4,912-88.9% | $5,124-89.4% |