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 | $105,951 | $117,983-10.2% | $101,794+4.1% | $142,382-25.6% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.2%-40.6pp | 80.1%-51.5pp |
| Annual return | 14.80% | 36.92%-22.1pp | 30.53%-15.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $529 | $2,773-80.9% | $2,289-76.9% | $4,299-87.7% |
| Participant deferral / active EE | $1,168 | $4,714-75.2% | $4,084-71.4% | $6,507-82.1% |
| Admin fee / account holder | $6,067 | $10,433-41.9% | $8,777-30.9% | $12,624-51.9% |