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 | $31,441 | $149,734-79.0% | $118,925-73.6% | $158,922-80.2% |
| Participation rate | 35.0% | 82.1%-47.1pp | 75.4%-40.4pp | 82.0%-47.0pp |
| Annual return | 13.19% | 19.95%-6.8pp | 35.88%-22.7pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,223 | $4,115-46.0% | $3,263-31.9% | $4,761-53.3% |
| Participant deferral / active EE | $2,956 | $5,223-43.4% | $4,265-30.7% | $5,982-50.6% |
| Admin fee / account holder | $1,108 | $8,603-87.1% | $6,581-83.2% | $11,246-90.1% |