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 | $33,791 | $55,415-39.0% | $155,509-78.3% | $74,495-54.6% |
| Participation rate | 30.6% | 61.9%-31.3pp | 78.2%-47.6pp | 67.2%-36.6pp |
| Annual return | 16.07% | 268.50%-252.4pp | 64.67%-48.6pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,112 | $2,267-51.0% | $4,672-76.2% | $2,623-57.6% |
| Participant deferral / active EE | $1,794 | $2,836-36.7% | $5,626-68.1% | $4,346-58.7% |
| Admin fee / account holder | $500 | $1,738-71.3% | $15,912-96.9% | $1,942-74.3% |