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 7-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 | $20,942 | $74,888-72.0% | $71,209-70.6% | $142,382-85.3% |
| Participation rate | 47.8% | 76.2%-28.4pp | 73.8%-25.9pp | 80.1%-32.3pp |
| Annual return | 14.56% | 345.14%-330.6pp | 282.51%-268.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $756 | $2,854-73.5% | $2,721-72.2% | $4,299-82.4% |
| Participant deferral / active EE | $1,971 | $4,454-55.7% | $4,175-52.8% | $6,507-69.7% |
| Admin fee / account holder | $8,032 | $5,568+44.2% | $5,349+50.2% | $12,624-36.4% |