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 | $22,777 | $85,202-73.3% | $172,739-86.8% | $72,985-68.8% |
| Participation rate | 64.0% | 70.1%-6.1pp | 82.6%-18.6pp | 69.5%-5.5pp |
| Annual return | 23.65% | 27.32%-3.7pp | 802.84%-779.2pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,025 | $3,324-69.2% | $5,143-80.1% | $2,440-58.0% |
| Participant deferral / active EE | $2,008 | $3,260-38.4% | $5,198-61.4% | $3,607-44.3% |
| Admin fee / account holder | $1,299 | $5,884-77.9% | $13,954-90.7% | $5,124-74.7% |