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 9-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 | $17,731 | $30,400-41.7% | $53,898-67.1% | $84,808-79.1% |
| Participation rate | 34.9% | 46.4%-11.6pp | 55.0%-20.1pp | 68.3%-33.4pp |
| Annual return | 18.40% | 500.19%-481.8pp | 528.60%-510.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $374 | $603-37.9% | $932-59.8% | $2,631-85.8% |
| Participant deferral / active EE | $1,719 | $1,199+43.4% | $1,826-5.9% | $4,212-59.2% |
| Admin fee / account holder | $2,304 | $1,993+15.6% | $2,491-7.5% | $7,344-68.6% |