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 | $43,526 | $59,417-26.7% | $93,606-53.5% | $74,495-41.6% |
| Participation rate | 45.8% | 59.7%-13.8pp | 68.7%-22.9pp | 67.2%-21.4pp |
| Annual return | 11.35% | 81.83%-70.5pp | 133.20%-121.8pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,070 | $1,264-15.3% | $2,420-55.8% | $2,623-59.2% |
| Participant deferral / active EE | $2,181 | $3,050-28.5% | $4,411-50.6% | $4,346-49.8% |
| Admin fee / account holder | $1,653 | $3,021-45.3% | $8,285-80.0% | $1,942-14.9% |