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 | $69,872 | $45,343+54.1% | $150,298-53.5% | $67,986+2.8% |
| Participation rate | 23.4% | 51.9%-28.5pp | 77.8%-54.4pp | 57.2%-33.8pp |
| Annual return | 15.86% | 33.28%-17.4pp | 62.79%-46.9pp | 31.67%-15.8pp |
| Employer contribution / active EE | $570 | $1,462-61.0% | $4,154-86.3% | $2,019-71.8% |
| Participant deferral / active EE | $1,291 | $2,055-37.2% | $5,453-76.3% | $3,358-61.6% |
| Admin fee / account holder | $651 | $2,250-71.1% | $14,116-95.4% | $3,203-79.7% |