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 | $22,168 | $77,899-71.5% | $149,673-85.2% | $75,163-70.5% |
| Participation rate | 51.6% | 65.6%-14.0pp | 78.8%-27.2pp | 67.2%-15.6pp |
| Annual return | 70.24% | 31.72%+38.5pp | 134.42%-64.2pp | 160.62%-90.4pp |
| Employer contribution / active EE | $529 | $3,137-83.1% | $4,818-89.0% | $2,670-80.2% |
| Participant deferral / active EE | $1,096 | $3,411-67.9% | $5,680-80.7% | $4,125-73.4% |
| Admin fee / account holder | $3,107 | $5,956-47.8% | $13,210-76.5% | $5,651-45.0% |