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 6-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 | $34,882 | $29,667+17.6% | $56,441-38.2% | $80,874-56.9% |
| Participation rate | 28.6% | 41.7%-13.1pp | 52.5%-23.9pp | 67.6%-39.1pp |
| Annual return | 13.61% | 35.22%-21.6pp | 1704.21%-1690.6pp | 35.62%-22.0pp |
| Employer contribution / active EE | $657 | $669-1.9% | $1,039-36.8% | $2,756-76.2% |
| Participant deferral / active EE | $1,204 | $1,227-1.8% | $1,953-38.3% | $4,297-72.0% |
| Admin fee / account holder | $517 | $2,429-78.7% | $2,829-81.7% | $6,935-92.5% |