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 | $19,931 | $109,817-81.9% | $98,442-79.8% | $167,490-88.1% |
| Participation rate | 20.0% | 75.8%-55.8pp | 73.3%-53.3pp | 82.1%-62.1pp |
| Annual return | 21.70% | 1956.69%-1935.0pp | 1492.73%-1471.0pp | 478.56%-456.9pp |
| Employer contribution / active EE | $1,368 | $3,224-57.6% | $2,960-53.8% | $4,837-71.7% |
| Participant deferral / active EE | $1,704 | $4,673-63.5% | $4,276-60.2% | $6,341-73.1% |
| Admin fee / account holder | $4,372 | $6,753-35.3% | $5,949-26.5% | $12,309-64.5% |