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 8-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 | $15,879 | $102,616-84.5% | $81,983-80.6% | $158,922-90.0% |
| Participation rate | 52.2% | 75.5%-23.3pp | 69.2%-17.1pp | 82.0%-29.8pp |
| Annual return | 25.80% | 61.04%-35.2pp | 41.31%-15.5pp | 302.83%-277.0pp |
| Employer contribution / active EE | $1,613 | $3,240-50.2% | $2,498-35.4% | $4,761-66.1% |
| Participant deferral / active EE | $2,707 | $4,648-41.8% | $3,722-27.3% | $5,982-54.8% |
| Admin fee / account holder | $1,146 | $8,235-86.1% | $5,664-79.8% | $11,246-89.8% |