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 8-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 | $36,543 | $58,208-37.2% | $81,812-55.3% | $80,856-54.8% |
| Participation rate | 47.2% | 63.4%-16.2pp | 72.3%-25.1pp | 67.6%-20.4pp |
| Annual return | 14.55% | 41.66%-27.1pp | 773.79%-759.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $996 | $2,340-57.4% | $2,912-65.8% | $2,755-63.8% |
| Participant deferral / active EE | $2,583 | $3,281-21.3% | $4,319-40.2% | $4,296-39.9% |
| Admin fee / account holder | $5,198 | $4,981+4.4% | $7,386-29.6% | $6,918-24.9% |