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 | $38,999 | $78,672-50.4% | $109,143-64.3% | $85,850-54.6% |
| Participation rate | 44.0% | 68.3%-24.3pp | 75.9%-31.9pp | 69.3%-25.3pp |
| Annual return | 15.15% | 25.09%-9.9pp | 25.75%-10.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,336 | $2,735-51.1% | $3,722-64.1% | $2,565-47.9% |
| Participant deferral / active EE | $1,772 | $3,467-48.9% | $4,653-61.9% | $3,952-55.2% |
| Admin fee / account holder | $1,538 | $5,469-71.9% | $6,752-77.2% | $6,260-75.4% |