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 3-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 | $16,258 | $111,535-85.4% | $105,223-84.5% | $137,256-88.2% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 26.50% | 237.85%-211.4pp | 180.65%-154.1pp | 220.34%-193.8pp |
| Employer contribution / active EE | $1,170 | $3,939-70.3% | $3,689-68.3% | $4,156-71.9% |
| Participant deferral / active EE | $2,987 | $5,500-45.7% | $5,072-41.1% | $6,407-53.4% |
| Admin fee / account holder | $1,365 | $9,721-86.0% | $8,859-84.6% | $12,270-88.9% |