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 7-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 | $54,871 | $88,083-37.7% | $164,813-66.7% | $74,495-26.3% |
| Participation rate | 45.9% | 73.0%-27.1pp | 78.6%-32.7pp | 67.2%-21.3pp |
| Annual return | 14.93% | 17.26%-2.3pp | 69.93%-55.0pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,411 | $2,593-45.6% | $4,341-67.5% | $2,623-46.2% |
| Participant deferral / active EE | $2,275 | $4,498-49.4% | $6,031-62.3% | $4,346-47.6% |
| Admin fee / account holder | $9,034 | $2,234+304.5% | $12,690-28.8% | $1,942+365.3% |