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 6-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 | $64,962 | $77,899-16.6% | $149,673-56.6% | $75,163-13.6% |
| Participation rate | 39.5% | 65.6%-26.1pp | 78.8%-39.3pp | 67.2%-27.7pp |
| Annual return | 28.94% | 31.72%-2.8pp | 134.42%-105.5pp | 160.62%-131.7pp |
| Employer contribution / active EE | $842 | $3,137-73.2% | $4,818-82.5% | $2,670-68.5% |
| Participant deferral / active EE | $2,646 | $3,411-22.4% | $5,680-53.4% | $4,125-35.8% |
| Admin fee / account holder | $1,562 | $5,956-73.8% | $13,210-88.2% | $5,651-72.4% |