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 | $13,709 | $102,604-86.6% | $86,188-84.1% | $139,434-90.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 22.55% | 1922.51%-1900.0pp | 1168.45%-1145.9pp | 372.94%-350.4pp |
| Employer contribution / active EE | $906 | $3,032-70.1% | $2,380-61.9% | $4,751-80.9% |
| Participant deferral / active EE | $3,276 | $4,676-29.9% | $3,985-17.8% | $6,710-51.2% |
| Admin fee / account holder | $892 | $8,657-89.7% | $6,852-87.0% | $11,403-92.2% |