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 | $57,766 | $95,416-39.5% | $185,823-68.9% | $85,850-32.7% |
| Participation rate | 64.3% | 68.8%-4.5pp | 81.7%-17.4pp | 69.3%-5.0pp |
| Annual return | 20.86% | 23.59%-2.7pp | 122.05%-101.2pp | 318.53%-297.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,517 | $3,423+119.6% | $5,568+35.0% | $3,952+90.2% |
| Admin fee / account holder | $933 | $7,213-87.1% | $16,237-94.3% | $6,260-85.1% |