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 | $52,545 | $104,251-49.6% | $91,001-42.3% | $147,584-64.4% |
| Participation rate | 54.5% | 78.2%-23.7pp | 75.6%-21.1pp | 82.8%-28.3pp |
| Annual return | 19.57% | 27.06%-7.5pp | 4.60%+15.0pp | 578.55%-559.0pp |
| Employer contribution / active EE | $996 | $3,116-68.0% | $2,456-59.4% | $4,876-79.6% |
| Participant deferral / active EE | $1,555 | $4,195-62.9% | $3,547-56.2% | $5,439-71.4% |
| Admin fee / account holder | $3,867 | $8,948-56.8% | $5,417-28.6% | $10,885-64.5% |