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 | $35,459 | $95,416-62.8% | $185,823-80.9% | $85,850-58.7% |
| Participation rate | 36.0% | 68.8%-32.8pp | 81.7%-45.7pp | 69.3%-33.4pp |
| Annual return | 20.08% | 23.59%-3.5pp | 122.05%-102.0pp | 318.53%-298.5pp |
| Employer contribution / active EE | $658 | $3,314-80.2% | $5,167-87.3% | $2,565-74.4% |
| Participant deferral / active EE | $1,405 | $3,423-59.0% | $5,568-74.8% | $3,952-64.4% |
| Admin fee / account holder | $3,558 | $7,213-50.7% | $16,237-78.1% | $6,260-43.2% |