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 8-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 | $40,155 | $110,502-63.7% | $80,716-50.3% | $167,490-76.0% |
| Participation rate | 31.8% | 64.0%-32.1pp | 54.2%-22.3pp | 82.1%-50.3pp |
| Annual return | 15.35% | 120.54%-105.2pp | 87.28%-71.9pp | 478.56%-463.2pp |
| Employer contribution / active EE | $698 | $1,543-54.8% | $1,160-39.8% | $4,837-85.6% |
| Participant deferral / active EE | $2,944 | $2,871+2.5% | $2,146+37.2% | $6,341-53.6% |
| Admin fee / account holder | $495 | $4,545-89.1% | $3,380-85.4% | $12,309-96.0% |