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 | $27,760 | $44,960-38.3% | $84,966-67.3% | $74,495-62.7% |
| Participation rate | 36.1% | 49.4%-13.2pp | 67.5%-31.4pp | 67.2%-31.1pp |
| Annual return | 13.30% | 26.24%-12.9pp | 66.38%-53.1pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,060 | $1,457-27.3% | $2,727-61.1% | $2,623-59.6% |
| Participant deferral / active EE | $1,550 | $2,731-43.3% | $4,519-65.7% | $4,346-64.3% |
| Admin fee / account holder | $1,007 | $2,209-54.4% | $6,149-83.6% | $1,942-48.2% |