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 | $30,054 | $52,353-42.6% | $120,225-75.0% | $82,448-63.5% |
| Participation rate | 49.2% | 58.3%-9.1pp | 69.6%-20.4pp | 68.1%-18.9pp |
| Annual return | 14.56% | 61.85%-47.3pp | 439.23%-424.7pp | 41.64%-27.1pp |
| Employer contribution / active EE | $343 | $1,510-77.3% | $3,475-90.1% | $2,551-86.5% |
| Participant deferral / active EE | $1,998 | $2,627-23.9% | $3,999-50.0% | $4,139-51.7% |
| Admin fee / account holder | $11,574 | $4,363+165.3% | $5,696+103.2% | $7,234+60.0% |