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 7-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 | $30,590 | $110,257-72.3% | $96,544-68.3% | $139,434-78.1% |
| Participation rate | 38.5% | 78.1%-39.6pp | 76.0%-37.5pp | 80.3%-41.9pp |
| Annual return | 11.68% | 26.32%-14.6pp | 25.84%-14.2pp | 372.94%-361.3pp |
| Employer contribution / active EE | $2,236 | $3,620-38.2% | $2,965-24.6% | $4,751-52.9% |
| Participant deferral / active EE | $2,739 | $5,548-50.6% | $4,851-43.5% | $6,710-59.2% |
| Admin fee / account holder | $6,920 | $11,591-40.3% | $8,252-16.1% | $11,403-39.3% |