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 | $17,623 | $50,982-65.4% | $154,803-88.6% | $85,563-79.4% |
| Participation rate | 20.8% | 59.8%-39.0pp | 78.1%-57.3pp | 66.0%-45.2pp |
| Annual return | 17.48% | 30.35%-12.9pp | 58.88%-41.4pp | 31.51%-14.0pp |
| Employer contribution / active EE | $250 | $1,708-85.3% | $4,305-94.2% | $2,654-90.6% |
| Participant deferral / active EE | $799 | $2,474-67.7% | $5,540-85.6% | $4,375-81.7% |
| Admin fee / account holder | $1,416 | $846+67.4% | $14,329-90.1% | $834+69.8% |