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 | $32,751 | $54,517-39.9% | $75,972-56.9% | $74,495-56.0% |
| Participation rate | 44.9% | 60.3%-15.4pp | 69.1%-24.2pp | 67.2%-22.3pp |
| Annual return | 11.78% | 31.82%-20.0pp | 359.55%-347.8pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,305 | $1,777-26.6% | $2,685-51.4% | $2,623-50.2% |
| Participant deferral / active EE | $1,972 | $3,066-35.7% | $4,255-53.7% | $4,346-54.6% |
| Admin fee / account holder | $5,635 | $2,229+152.9% | $6,467-12.9% | $1,942+190.2% |