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 | $40,525 | $110,502-63.3% | $80,716-49.8% | $167,490-75.8% |
| Participation rate | 37.5% | 64.0%-26.5pp | 54.2%-16.7pp | 82.1%-44.6pp |
| Annual return | 16.33% | 120.54%-104.2pp | 87.28%-70.9pp | 478.56%-462.2pp |
| Employer contribution / active EE | $960 | $1,543-37.8% | $1,160-17.2% | $4,837-80.2% |
| Participant deferral / active EE | $1,502 | $2,871-47.7% | $2,146-30.0% | $6,341-76.3% |
| Admin fee / account holder | $1,006 | $4,545-77.9% | $3,380-70.2% | $12,309-91.8% |