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 4-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 | $22,015 | $54,517-59.6% | $75,972-71.0% | $74,495-70.4% |
| Participation rate | 53.8% | 60.3%-6.5pp | 69.1%-15.2pp | 67.2%-13.4pp |
| Annual return | 17.54% | 31.82%-14.3pp | 359.55%-342.0pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $1,231 | $1,777-30.7% | $2,685-54.1% | $2,623-53.1% |
| Participant deferral / active EE | $3,512 | $3,066+14.5% | $4,255-17.5% | $4,346-19.2% |
| Admin fee / account holder | $1,458 | $2,229-34.6% | $6,467-77.4% | $1,942-24.9% |