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 6-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 | $56,953 | $102,317-44.3% | $146,958-61.2% | $80,856-29.6% |
| Participation rate | 58.1% | 75.8%-17.7pp | 82.2%-24.0pp | 67.6%-9.5pp |
| Annual return | 19.97% | 134.76%-114.8pp | 418.34%-398.4pp | 35.59%-15.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,673 | $6,644+0.4% | $8,070-17.3% | $4,296+55.3% |
| Admin fee / account holder | $1,326 | $7,941-83.3% | $12,998-89.8% | $6,918-80.8% |