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 | $50,784 | $89,753-43.4% | $107,525-52.8% | $84,808-40.1% |
| Participation rate | 35.6% | 68.1%-32.5pp | 75.1%-39.5pp | 68.3%-32.8pp |
| Annual return | 16.24% | 29.48%-13.2pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,596 | $3,113-48.7% | $3,754-57.5% | $2,631-39.3% |
| Participant deferral / active EE | $2,429 | $4,056-40.1% | $5,116-52.5% | $4,212-42.3% |
| Admin fee / account holder | $8,507 | $7,222+17.8% | $8,919-4.6% | $7,344+15.8% |