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 7-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 | $19,571 | $58,208-66.4% | $81,812-76.1% | $80,856-75.8% |
| Participation rate | 33.8% | 63.4%-29.6pp | 72.3%-38.5pp | 67.6%-33.8pp |
| Annual return | 21.59% | 41.66%-20.1pp | 773.79%-752.2pp | 35.59%-14.0pp |
| Employer contribution / active EE | $556 | $2,340-76.3% | $2,912-80.9% | $2,755-79.8% |
| Participant deferral / active EE | $1,178 | $3,281-64.1% | $4,319-72.7% | $4,296-72.6% |
| Admin fee / account holder | $11,470 | $4,981+130.3% | $7,386+55.3% | $6,918+65.8% |