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 | $47,897 | $70,428-32.0% | $96,562-50.4% | $85,850-44.2% |
| Participation rate | 32.1% | 61.8%-29.8pp | 69.8%-37.8pp | 69.3%-37.3pp |
| Annual return | 13.04% | 18.59%-5.5pp | 37.78%-24.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $582 | $1,413-58.8% | $2,356-75.3% | $2,565-77.3% |
| Participant deferral / active EE | $1,319 | $2,894-54.4% | $3,849-65.7% | $3,952-66.6% |
| Admin fee / account holder | $6,162 | $4,997+23.3% | $6,181-0.3% | $6,260-1.6% |