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 10-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 | $37,845 | $53,516-29.3% | $126,539-70.1% | $84,808-55.4% |
| Participation rate | 37.5% | 58.2%-20.7pp | 69.8%-32.3pp | 68.3%-30.8pp |
| Annual return | 14.31% | 58.34%-44.0pp | 425.95%-411.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $526 | $1,535-65.7% | $3,674-85.7% | $2,631-80.0% |
| Participant deferral / active EE | $1,768 | $2,671-33.8% | $4,083-56.7% | $4,212-58.0% |
| Admin fee / account holder | $8,855 | $4,497+96.9% | $6,065+46.0% | $7,344+20.6% |