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 | $65,269 | $111,724-41.6% | $93,606-30.3% | $145,922-55.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 12.91% | 202.98%-190.1pp | 133.20%-120.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,859 | $3,090-39.8% | $2,420-23.2% | $4,660-60.1% |
| Participant deferral / active EE | $5,128 | $4,912+4.4% | $4,411+16.3% | $6,688-23.3% |
| Admin fee / account holder | $8,666 | $10,250-15.4% | $8,285+4.6% | $13,397-35.3% |