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 | $42,251 | $77,314-45.4% | $177,989-76.3% | $80,856-47.7% |
| Participation rate | 36.2% | 65.7%-29.5pp | 77.1%-40.9pp | 67.6%-31.4pp |
| Annual return | 14.14% | 18.09%-3.9pp | 294.48%-280.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,016 | $2,292-55.7% | $3,949-74.3% | $2,755-63.1% |
| Participant deferral / active EE | $2,031 | $4,411-54.0% | $6,276-67.6% | $4,296-52.7% |
| Admin fee / account holder | $3,012 | $7,191-58.1% | $10,363-70.9% | $6,918-56.5% |