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 | $64,242 | $118,849-45.9% | $96,562-33.5% | $167,490-61.6% |
| Participation rate | 41.2% | 75.5%-34.3pp | 69.8%-28.6pp | 82.1%-40.9pp |
| Annual return | 15.65% | 50.49%-34.8pp | 37.78%-22.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $997 | $3,120-68.1% | $2,356-57.7% | $4,837-79.4% |
| Participant deferral / active EE | $2,598 | $4,616-43.7% | $3,849-32.5% | $6,341-59.0% |
| Admin fee / account holder | $870 | $8,065-89.2% | $6,181-85.9% | $12,309-92.9% |