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 | $60,101 | $77,899-22.8% | $149,673-59.8% | $75,163-20.0% |
| Participation rate | 22.6% | 65.6%-43.0pp | 78.8%-56.2pp | 67.2%-44.6pp |
| Annual return | 25.64% | 31.72%-6.1pp | 134.42%-108.8pp | 160.62%-135.0pp |
| Employer contribution / active EE | $1,415 | $3,137-54.9% | $4,818-70.6% | $2,670-47.0% |
| Participant deferral / active EE | $2,435 | $3,411-28.6% | $5,680-57.1% | $4,125-41.0% |
| Admin fee / account holder | $2,996 | $5,956-49.7% | $13,210-77.3% | $5,651-47.0% |