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 3-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 | $40,063 | $74,888-46.5% | $71,209-43.7% | $142,382-71.9% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.1%-55.1pp |
| Annual return | 24.42% | 345.14%-320.7pp | 282.51%-258.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $1,158 | $2,854-59.4% | $2,721-57.4% | $4,299-73.1% |
| Participant deferral / active EE | $2,896 | $4,454-35.0% | $4,175-30.6% | $6,507-55.5% |
| Admin fee / account holder | $324 | $5,568-94.2% | $5,349-93.9% | $12,624-97.4% |