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 6-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 | $53,827 | $114,381-52.9% | $107,525-49.9% | $142,382-62.2% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.1%-50.1pp | 80.1%-55.1pp |
| Annual return | 14.55% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,130 | $4,015-71.9% | $3,754-69.9% | $4,299-73.7% |
| Participant deferral / active EE | $3,324 | $5,564-40.3% | $5,116-35.0% | $6,507-48.9% |
| Admin fee / account holder | $3,847 | $9,860-61.0% | $8,919-56.9% | $12,624-69.5% |