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 3-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 | $18,292 | $90,348-79.8% | $75,972-75.9% | $145,922-87.5% |
| Participation rate | 35.3% | 74.5%-39.2pp | 69.1%-33.8pp | 80.3%-45.0pp |
| Annual return | 9.92% | 620.88%-611.0pp | 359.55%-349.6pp | 561.29%-551.4pp |
| Employer contribution / active EE | $947 | $3,311-71.4% | $2,685-64.7% | $4,660-79.7% |
| Participant deferral / active EE | $1,188 | $5,162-77.0% | $4,255-72.1% | $6,688-82.2% |
| Admin fee / account holder | $1,951 | $8,467-77.0% | $6,467-69.8% | $13,397-85.4% |