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 10-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 | $38,738 | $85,202-54.5% | $172,739-77.6% | $72,985-46.9% |
| Participation rate | 56.1% | 70.1%-13.9pp | 82.6%-26.5pp | 69.5%-13.4pp |
| Annual return | 22.32% | 27.32%-5.0pp | 802.84%-780.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $768 | $3,324-76.9% | $5,143-85.1% | $2,440-68.5% |
| Participant deferral / active EE | $1,641 | $3,260-49.7% | $5,198-68.4% | $3,607-54.5% |
| Admin fee / account holder | $5,544 | $5,884-5.8% | $13,954-60.3% | $5,124+8.2% |