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 | $10,122 | $29,660-65.9% | $56,411-82.1% | $80,856-87.5% |
| Participation rate | 37.2% | 41.6%-4.5pp | 52.5%-15.3pp | 67.6%-30.5pp |
| Annual return | 12.21% | 35.23%-23.0pp | 1701.33%-1689.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $295 | $669-55.9% | $1,039-71.6% | $2,755-89.3% |
| Participant deferral / active EE | $1,046 | $1,226-14.7% | $1,952-46.4% | $4,296-75.7% |
| Admin fee / account holder | $1,174 | $2,428-51.6% | $2,829-58.5% | $6,918-83.0% |