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 | $15,017 | $108,172-86.1% | $77,482-80.6% | $158,922-90.6% |
| Participation rate | 41.7% | 64.4%-22.8pp | 54.2%-12.5pp | 82.0%-40.3pp |
| Annual return | 13.61% | 31.67%-18.1pp | 54.79%-41.2pp | 302.83%-289.2pp |
| Employer contribution / active EE | $451 | $1,325-65.9% | $986-54.3% | $4,761-90.5% |
| Participant deferral / active EE | $937 | $2,456-61.8% | $1,861-49.7% | $5,982-84.3% |
| Admin fee / account holder | $307 | $3,708-91.7% | $2,858-89.3% | $11,246-97.3% |