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 | $28,646 | $79,944-64.2% | $98,439-70.9% | $75,163-61.9% |
| Participation rate | 52.1% | 70.4%-18.3pp | 75.2%-23.1pp | 67.2%-15.1pp |
| Annual return | 17.66% | 19.75%-2.1pp | 21.16%-3.5pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,608 | $2,264-29.0% | $3,048-47.3% | $2,670-39.8% |
| Participant deferral / active EE | $2,719 | $3,752-27.5% | $4,738-42.6% | $4,125-34.1% |
| Admin fee / account holder | $1,688 | $6,840-75.3% | $8,948-81.1% | $5,651-70.1% |