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 | $60,300 | $79,694-24.3% | $96,139-37.3% | $79,386-24.0% |
| Participation rate | 21.4% | 54.0%-32.6pp | 68.4%-47.0pp | 70.7%-49.3pp |
| Annual return | 16.95% | 40.84%-23.9pp | 191.94%-175.0pp | 116.85%-99.9pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,797-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,219 | $2,539-52.0% | $4,349-72.0% | $4,046-69.9% |
| Admin fee / account holder | $820 | $630+30.1% | $5,537-85.2% | $626+30.8% |