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 | $20,905 | $133,922-84.4% | $116,228-82.0% | $142,382-85.3% |
| Participation rate | 42.1% | 77.9%-35.8pp | 74.6%-32.4pp | 80.1%-38.0pp |
| Annual return | 14.13% | 147.76%-133.6pp | 90.06%-75.9pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,032 | $3,446-70.0% | $2,994-65.5% | $4,299-76.0% |
| Participant deferral / active EE | $2,402 | $5,672-57.7% | $4,953-51.5% | $6,507-63.1% |
| Admin fee / account holder | $1,104 | $14,945-92.6% | $11,989-90.8% | $12,624-91.3% |