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 | $17,918 | $133,922-86.6% | $116,228-84.6% | $142,382-87.4% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.6%-10.9pp | 80.1%-16.5pp |
| Annual return | 20.09% | 147.76%-127.7pp | 90.06%-70.0pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,397 | $3,446-59.5% | $2,994-53.3% | $4,299-67.5% |
| Participant deferral / active EE | $1,693 | $5,672-70.1% | $4,953-65.8% | $6,507-74.0% |
| Admin fee / account holder | $943 | $14,945-93.7% | $11,989-92.1% | $12,624-92.5% |