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 | $36,628 | $127,065-71.2% | $113,168-67.6% | $142,382-74.3% |
| Participation rate | 44.4% | 79.2%-34.8pp | 76.6%-32.1pp | 80.1%-35.7pp |
| Annual return | 18.57% | 24.03%-5.5pp | 24.27%-5.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,283 | $3,442-62.7% | $2,975-56.9% | $4,299-70.2% |
| Participant deferral / active EE | $3,107 | $5,716-45.6% | $5,107-39.2% | $6,507-52.3% |
| Admin fee / account holder | $637 | $15,736-96.0% | $12,068-94.7% | $12,624-95.0% |