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 10-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 | $38,456 | $49,138-21.7% | $84,015-54.2% | $65,185-41.0% |
| Participation rate | 20.7% | 60.7%-40.0pp | 69.0%-48.3pp | 70.2%-49.5pp |
| Annual return | 20.59% | 23.00%-2.4pp | 71.31%-50.7pp | 29.38%-8.8pp |
| Employer contribution / active EE | $743 | $914-18.7% | $1,983-62.5% | $2,177-65.9% |
| Participant deferral / active EE | $1,473 | $2,397-38.6% | $3,239-54.5% | $3,514-58.1% |
| Admin fee / account holder | $5,378 | $543+889.7% | $6,101-11.9% | $847+534.8% |