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 10-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 | $38,541 | $109,817-64.9% | $98,442-60.8% | $167,490-77.0% |
| Participation rate | 29.4% | 75.8%-46.4pp | 73.3%-43.9pp | 82.1%-52.7pp |
| Annual return | 15.24% | 1956.69%-1941.5pp | 1492.73%-1477.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $351 | $3,224-89.1% | $2,960-88.1% | $4,837-92.7% |
| Participant deferral / active EE | $1,862 | $4,673-60.1% | $4,276-56.5% | $6,341-70.6% |
| Admin fee / account holder | $417 | $6,753-93.8% | $5,949-93.0% | $12,309-96.6% |