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 | $20,919 | $102,966-79.7% | $90,281-76.8% | $152,861-86.3% |
| Participation rate | 52.4% | 75.9%-23.5pp | 73.3%-20.9pp | 82.4%-30.1pp |
| Annual return | 21.44% | 95.16%-73.7pp | 78.10%-56.7pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,730 | $3,139-44.9% | $2,854-39.4% | $4,762-63.7% |
| Participant deferral / active EE | $4,284 | $4,281+0.1% | $3,885+10.3% | $5,850-26.8% |
| Admin fee / account holder | $8,190 | $6,171+32.7% | $5,351+53.0% | $11,596-29.4% |