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 | $35,179 | $93,571-62.4% | $135,903-74.1% | $75,163-53.2% |
| Participation rate | 52.6% | 75.2%-22.5pp | 81.9%-29.3pp | 67.2%-14.6pp |
| Annual return | 44.29% | 30.90%+13.4pp | 68.23%-23.9pp | 160.62%-116.3pp |
| Employer contribution / active EE | $1,392 | $3,537-60.6% | $4,856-71.3% | $2,670-47.9% |
| Participant deferral / active EE | $3,241 | $6,404-49.4% | $7,758-58.2% | $4,125-21.4% |
| Admin fee / account holder | $2,412 | $6,975-65.4% | $10,762-77.6% | $5,651-57.3% |