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 | $23,068 | $65,365-64.7% | $92,893-75.2% | $72,985-68.4% |
| Participation rate | 47.1% | 68.3%-21.3pp | 76.0%-28.9pp | 69.5%-22.4pp |
| Annual return | 24.17% | 42.10%-17.9pp | 109.41%-85.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,499 | $2,594-42.2% | $3,653-59.0% | $2,440-38.6% |
| Participant deferral / active EE | $2,617 | $3,128-16.3% | $4,236-38.2% | $3,607-27.4% |
| Admin fee / account holder | $2,188 | $4,251-48.5% | $5,794-62.2% | $5,124-57.3% |