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 | $28,133 | $48,046-41.4% | $84,611-66.7% | $72,985-61.5% |
| Participation rate | 26.5% | 57.6%-31.1pp | 68.2%-41.7pp | 69.5%-43.0pp |
| Annual return | 22.06% | 37.38%-15.3pp | 258.74%-236.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $407 | $1,602-74.6% | $2,652-84.6% | $2,440-83.3% |
| Participant deferral / active EE | $2,439 | $2,680-9.0% | $3,899-37.4% | $3,607-32.4% |
| Admin fee / account holder | $8,453 | $3,395+149.0% | $4,912+72.1% | $5,124+65.0% |