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 7-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 | $23,431 | $106,749-78.1% | $145,433-83.9% | $82,448-71.6% |
| Participation rate | 36.7% | 75.6%-39.0pp | 82.1%-45.5pp | 68.1%-31.4pp |
| Annual return | 19.06% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $969 | $3,444-71.9% | $4,554-78.7% | $2,551-62.0% |
| Participant deferral / active EE | $2,560 | $6,519-60.7% | $7,897-67.6% | $4,139-38.2% |
| Admin fee / account holder | $3,807 | $8,390-54.6% | $13,129-71.0% | $7,234-47.4% |