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 6-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 | $40,266 | $55,415-27.3% | $155,509-74.1% | $74,495-45.9% |
| Participation rate | 49.0% | 61.9%-12.9pp | 78.2%-29.1pp | 67.2%-18.2pp |
| Annual return | 25.50% | 268.50%-243.0pp | 64.67%-39.2pp | 1364.94%-1339.4pp |
| Employer contribution / active EE | $1,143 | $2,267-49.6% | $4,672-75.5% | $2,623-56.4% |
| Participant deferral / active EE | $4,391 | $2,836+54.8% | $5,626-21.9% | $4,346+1.0% |
| Admin fee / account holder | $3,241 | $1,738+86.4% | $15,912-79.6% | $1,942+66.9% |