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 | $33,668 | $102,317-67.1% | $146,958-77.1% | $80,856-58.4% |
| Participation rate | 56.1% | 75.8%-19.7pp | 82.2%-26.0pp | 67.6%-11.5pp |
| Annual return | 14.78% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,021 | $3,713-72.5% | $4,933-79.3% | $2,755-62.9% |
| Participant deferral / active EE | $3,201 | $6,644-51.8% | $8,070-60.3% | $4,296-25.5% |
| Admin fee / account holder | $481 | $7,941-93.9% | $12,998-96.3% | $6,918-93.1% |