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 8-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 | $26,850 | $95,416-71.9% | $185,823-85.6% | $85,850-68.7% |
| Participation rate | 36.7% | 68.8%-32.1pp | 81.7%-45.0pp | 69.3%-32.6pp |
| Annual return | 12.77% | 23.59%-10.8pp | 122.05%-109.3pp | 318.53%-305.8pp |
| Employer contribution / active EE | $463 | $3,314-86.0% | $5,167-91.0% | $2,565-81.9% |
| Participant deferral / active EE | $2,629 | $3,423-23.2% | $5,568-52.8% | $3,952-33.5% |
| Admin fee / account holder | $1,545 | $7,213-78.6% | $16,237-90.5% | $6,260-75.3% |