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 | $43,454 | $52,279-16.9% | $89,391-51.4% | $79,858-45.6% |
| Participation rate | 48.4% | 57.5%-9.2pp | 68.0%-19.6pp | 69.6%-21.2pp |
| Annual return | 20.01% | 22.16%-2.2pp | 245.62%-225.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,946 | $1,572+23.8% | $2,586-24.7% | $2,471-21.2% |
| Participant deferral / active EE | $3,505 | $2,740+27.9% | $3,890-9.9% | $3,740-6.3% |
| Admin fee / account holder | $514 | $3,356-84.7% | $4,881-89.5% | $5,306-90.3% |