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 6-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 | $22,718 | $51,576-56.0% | $129,207-82.4% | $80,856-71.9% |
| Participation rate | 22.0% | 57.0%-35.0pp | 69.6%-47.6pp | 67.6%-45.6pp |
| Annual return | 40.82% | 20.81%+20.0pp | 9417.33%-9376.5pp | 35.59%+5.2pp |
| Employer contribution / active EE | $370 | $1,584-76.7% | $4,153-91.1% | $2,755-86.6% |
| Participant deferral / active EE | $1,004 | $2,669-62.4% | $4,168-75.9% | $4,296-76.6% |
| Admin fee / account holder | $4,553 | $4,305+5.7% | $7,715-41.0% | $6,918-34.2% |