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 | $23,930 | $74,888-68.0% | $71,209-66.4% | $142,382-83.2% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.1%-21.8pp |
| Annual return | 32.56% | 345.14%-312.6pp | 282.51%-249.9pp | 217.08%-184.5pp |
| Employer contribution / active EE | $738 | $2,854-74.1% | $2,721-72.9% | $4,299-82.8% |
| Participant deferral / active EE | $2,225 | $4,454-50.0% | $4,175-46.7% | $6,507-65.8% |
| Admin fee / account holder | $848 | $5,568-84.8% | $5,349-84.1% | $12,624-93.3% |