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 8-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 | $36,371 | $112,881-67.8% | $90,951-60.0% | $158,922-77.1% |
| Participation rate | 8.3% | 74.7%-66.4pp | 69.0%-60.7pp | 82.0%-73.6pp |
| Annual return | 35.43% | 215.79%-180.4pp | 134.60%-99.2pp | 302.83%-267.4pp |
| Employer contribution / active EE | $569 | $2,893-80.3% | $2,122-73.2% | $4,761-88.0% |
| Participant deferral / active EE | $1,134 | $4,128-72.5% | $3,373-66.4% | $5,982-81.0% |
| Admin fee / account holder | $16,688 | $8,041+107.5% | $5,959+180.1% | $11,246+48.4% |