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 | $52,100 | $112,881-53.8% | $90,951-42.7% | $158,922-67.2% |
| Participation rate | 53.8% | 74.7%-20.9pp | 69.0%-15.2pp | 82.0%-28.1pp |
| Annual return | 17.59% | 215.79%-198.2pp | 134.60%-117.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,356 | $2,893-53.1% | $2,122-36.1% | $4,761-71.5% |
| Participant deferral / active EE | $3,111 | $4,128-24.6% | $3,373-7.8% | $5,982-48.0% |
| Admin fee / account holder | $594 | $8,041-92.6% | $5,959-90.0% | $11,246-94.7% |