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 | $28,342 | $109,327-74.1% | $89,391-68.3% | $158,922-82.2% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.0%-25.1pp | 82.0%-39.1pp |
| Annual return | 17.00% | 345.68%-328.7pp | 245.62%-228.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,431 | $3,170-54.8% | $2,586-44.6% | $4,761-69.9% |
| Participant deferral / active EE | $1,793 | $4,598-61.0% | $3,890-53.9% | $5,982-70.0% |
| Admin fee / account holder | $7,857 | $6,153+27.7% | $4,881+61.0% | $11,246-30.1% |