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 | $14,987 | $56,114-73.3% | $96,139-84.4% | $85,850-82.5% |
| Participation rate | 27.8% | 56.7%-28.9pp | 68.4%-40.7pp | 69.3%-41.5pp |
| Annual return | 18.52% | 42.30%-23.8pp | 191.94%-173.4pp | 318.53%-300.0pp |
| Employer contribution / active EE | $743 | $1,620-54.1% | $2,797-73.4% | $2,565-71.0% |
| Participant deferral / active EE | $1,944 | $2,859-32.0% | $4,349-55.3% | $3,952-50.8% |
| Admin fee / account holder | $516 | $3,768-86.3% | $5,537-90.7% | $6,260-91.8% |