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 5-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 | $34,061 | $54,517-37.5% | $75,972-55.2% | $74,495-54.3% |
| Participation rate | 39.2% | 60.3%-21.1pp | 69.1%-29.8pp | 67.2%-28.0pp |
| Annual return | 10.88% | 31.82%-20.9pp | 359.55%-348.7pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $696 | $1,777-60.8% | $2,685-74.1% | $2,623-73.4% |
| Participant deferral / active EE | $2,082 | $3,066-32.1% | $4,255-51.1% | $4,346-52.1% |
| Admin fee / account holder | $1,396 | $2,229-37.4% | $6,467-78.4% | $1,942-28.1% |