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 | $14,202 | $106,515-86.7% | $96,683-85.3% | $139,434-89.8% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 17.38% | 38.43%-21.0pp | 35.69%-18.3pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,476 | $4,103-64.0% | $3,737-60.5% | $4,751-68.9% |
| Participant deferral / active EE | $2,067 | $5,454-62.1% | $4,878-57.6% | $6,710-69.2% |
| Admin fee / account holder | $2,157 | $7,877-72.6% | $6,730-67.9% | $11,403-81.1% |