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 | $70,329 | $77,899-9.7% | $149,673-53.0% | $75,163-6.4% |
| Participation rate | 23.3% | 65.6%-42.3pp | 78.8%-55.5pp | 67.2%-43.9pp |
| Annual return | 22.40% | 31.72%-9.3pp | 134.42%-112.0pp | 160.62%-138.2pp |
| Employer contribution / active EE | $891 | $3,137-71.6% | $4,818-81.5% | $2,670-66.6% |
| Participant deferral / active EE | $2,460 | $3,411-27.9% | $5,680-56.7% | $4,125-40.4% |
| Admin fee / account holder | $476 | $5,956-92.0% | $13,210-96.4% | $5,651-91.6% |