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 | $26,425 | $58,208-54.6% | $81,812-67.7% | $80,856-67.3% |
| Participation rate | 31.1% | 63.4%-32.3pp | 72.3%-41.2pp | 67.6%-36.5pp |
| Annual return | 19.25% | 41.66%-22.4pp | 773.79%-754.5pp | 35.59%-16.3pp |
| Employer contribution / active EE | $774 | $2,340-66.9% | $2,912-73.4% | $2,755-71.9% |
| Participant deferral / active EE | $1,565 | $3,281-52.3% | $4,319-63.8% | $4,296-63.6% |
| Admin fee / account holder | $457 | $4,981-90.8% | $7,386-93.8% | $6,918-93.4% |