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 8-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 | $28,296 | $79,449-64.4% | $189,557-85.1% | $85,850-67.0% |
| Participation rate | 28.1% | 66.0%-37.9pp | 78.4%-50.3pp | 69.3%-41.2pp |
| Annual return | 12.99% | 18.45%-5.5pp | 64.17%-51.2pp | 318.53%-305.5pp |
| Employer contribution / active EE | $846 | $2,081-59.3% | $4,412-80.8% | $2,565-67.0% |
| Participant deferral / active EE | $1,748 | $4,051-56.9% | $6,174-71.7% | $3,952-55.8% |
| Admin fee / account holder | $2,174 | $5,377-59.6% | $9,807-77.8% | $6,260-65.3% |