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 9-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 | $57,230 | $78,705-27.3% | $117,854-51.4% | $70,131-18.4% |
| Participation rate | 26.9% | 73.2%-46.3pp | 79.7%-52.7pp | 69.5%-42.6pp |
| Annual return | 19.84% | 23.30%-3.5pp | 335.08%-315.2pp | 73.14%-53.3pp |
| Employer contribution / active EE | $757 | $2,223-66.0% | $3,786-80.0% | $2,342-67.7% |
| Participant deferral / active EE | $2,606 | $3,297-21.0% | $4,482-41.8% | $3,332-21.8% |
| Admin fee / account holder | $484 | $5,065-90.4% | $8,020-94.0% | $4,645-89.6% |