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 | $30,575 | $53,516-42.9% | $126,539-75.8% | $84,808-63.9% |
| Participation rate | 36.7% | 58.2%-21.6pp | 69.8%-33.2pp | 68.3%-31.6pp |
| Annual return | 17.65% | 58.34%-40.7pp | 425.95%-408.3pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,275 | $1,535-16.9% | $3,674-65.3% | $2,631-51.5% |
| Participant deferral / active EE | $1,916 | $2,671-28.2% | $4,083-53.1% | $4,212-54.5% |
| Admin fee / account holder | $1,417 | $4,497-68.5% | $6,065-76.6% | $7,344-80.7% |