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 | $40,523 | $95,416-57.5% | $185,823-78.2% | $85,850-52.8% |
| Participation rate | 55.6% | 68.8%-13.2pp | 81.7%-26.1pp | 69.3%-13.8pp |
| Annual return | 11.60% | 23.59%-12.0pp | 122.05%-110.4pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,003 | $3,314-69.7% | $5,167-80.6% | $2,565-60.9% |
| Participant deferral / active EE | $3,904 | $3,423+14.1% | $5,568-29.9% | $3,952-1.2% |
| Admin fee / account holder | $6,284 | $7,213-12.9% | $16,237-61.3% | $6,260+0.4% |