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 | $32,388 | $41,078-21.2% | $80,569-59.8% | $71,457-54.7% |
| Participation rate | 17.3% | 50.2%-32.9pp | 67.0%-49.7pp | 67.9%-50.6pp |
| Annual return | 18.91% | 38.45%-19.5pp | 935.43%-916.5pp | 28.85%-9.9pp |
| Employer contribution / active EE | $395 | $1,506-73.8% | $2,723-85.5% | $2,588-84.7% |
| Participant deferral / active EE | $793 | $2,699-70.6% | $4,447-82.2% | $4,289-81.5% |
| Admin fee / account holder | $830 | $1,840-54.9% | $5,377-84.6% | $1,587-47.7% |