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 8-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 | $59,190 | $85,202-30.5% | $172,739-65.7% | $72,985-18.9% |
| Participation rate | 10.5% | 70.1%-59.5pp | 82.6%-72.1pp | 69.5%-59.0pp |
| Annual return | 24.92% | 27.32%-2.4pp | 802.84%-777.9pp | 81.00%-56.1pp |
| Employer contribution / active EE | $640 | $3,324-80.7% | $5,143-87.6% | $2,440-73.8% |
| Participant deferral / active EE | $1,561 | $3,260-52.1% | $5,198-70.0% | $3,607-56.7% |
| Admin fee / account holder | $635 | $5,884-89.2% | $13,954-95.4% | $5,124-87.6% |