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 | $35,716 | $81,460-56.2% | $103,333-65.4% | $80,856-55.8% |
| Participation rate | 35.9% | 66.8%-30.9pp | 74.5%-38.6pp | 67.6%-31.7pp |
| Annual return | 12.01% | 25.55%-13.5pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,020 | $3,105-67.1% | $3,868-73.6% | $2,755-63.0% |
| Participant deferral / active EE | $1,678 | $3,869-56.6% | $5,057-66.8% | $4,296-60.9% |
| Admin fee / account holder | $3,666 | $6,566-44.2% | $8,355-56.1% | $6,918-47.0% |