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 9-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 | $61,587 | $87,013-29.2% | $106,213-42.0% | $80,856-23.8% |
| Participation rate | 34.0% | 70.4%-36.5pp | 75.3%-41.3pp | 67.6%-33.7pp |
| Annual return | 19.21% | 17.05%+2.2pp | 116.14%-96.9pp | 35.59%-16.4pp |
| Employer contribution / active EE | $817 | $2,395-65.9% | $3,171-74.3% | $2,755-70.4% |
| Participant deferral / active EE | $1,824 | $3,986-54.2% | $5,016-63.6% | $4,296-57.5% |
| Admin fee / account holder | $2,544 | $8,431-69.8% | $11,033-76.9% | $6,918-63.2% |