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 9-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 | $51,305 | $56,629-9.4% | $77,999-34.2% | $55,167-7.0% |
| Participation rate | 46.1% | 73.3%-27.2pp | 75.5%-29.4pp | 69.0%-22.9pp |
| Annual return | 13.30% | 2866.98%-2853.7pp | 425.96%-412.7pp | 169.23%-155.9pp |
| Employer contribution / active EE | $636 | $1,723-63.1% | $2,470-74.2% | $1,963-67.6% |
| Participant deferral / active EE | $2,596 | $2,777-6.5% | $3,497-25.8% | $3,054-15.0% |
| Admin fee / account holder | $1,527 | $467+227.3% | $5,480-72.1% | $504+203.0% |