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 6-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 | $34,825 | $80,717-56.9% | $154,803-77.5% | $84,808-58.9% |
| Participation rate | 27.8% | 66.8%-39.0pp | 78.1%-50.3pp | 68.3%-40.5pp |
| Annual return | 49.79% | 37.96%+11.8pp | 58.88%-9.1pp | 40.90%+8.9pp |
| Employer contribution / active EE | $799 | $2,761-71.1% | $4,305-81.4% | $2,631-69.6% |
| Participant deferral / active EE | $1,907 | $3,303-42.3% | $5,540-65.6% | $4,212-54.7% |
| Admin fee / account holder | $2,112 | $6,746-68.7% | $14,329-85.3% | $7,344-71.2% |