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 | $24,108 | $52,279-53.9% | $89,391-73.0% | $79,858-69.8% |
| Participation rate | 44.8% | 57.5%-12.7pp | 68.0%-23.2pp | 69.6%-24.8pp |
| Annual return | 19.27% | 22.16%-2.9pp | 245.62%-226.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $908 | $1,572-42.2% | $2,586-64.9% | $2,471-63.3% |
| Participant deferral / active EE | $2,049 | $2,740-25.2% | $3,890-47.3% | $3,740-45.2% |
| Admin fee / account holder | $944 | $3,356-71.9% | $4,881-80.7% | $5,306-82.2% |