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 | $24,259 | $56,053-56.7% | $75,972-68.1% | $80,856-70.0% |
| Participation rate | 34.2% | 62.0%-27.8pp | 69.1%-34.8pp | 67.6%-33.4pp |
| Annual return | 12.25% | 20.53%-8.3pp | 359.55%-347.3pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,200 | $1,874-36.0% | $2,685-55.3% | $2,755-56.4% |
| Participant deferral / active EE | $1,862 | $3,052-39.0% | $4,255-56.2% | $4,296-56.7% |
| Admin fee / account holder | $6,144 | $5,234+17.4% | $6,467-5.0% | $6,918-11.2% |