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 | $24,735 | $29,319-15.6% | $52,425-52.8% | $82,448-70.0% |
| Participation rate | 41.9% | 46.9%-5.0pp | 55.6%-13.8pp | 68.1%-26.2pp |
| Annual return | 19.29% | 535.20%-515.9pp | 302.12%-282.8pp | 41.64%-22.3pp |
| Employer contribution / active EE | $817 | $586+39.3% | $914-10.6% | $2,551-68.0% |
| Participant deferral / active EE | $1,207 | $1,171+3.1% | $1,790-32.6% | $4,139-70.8% |
| Admin fee / account holder | $739 | $1,962-62.3% | $2,495-70.4% | $7,234-89.8% |