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 4-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 | $64,865 | $109,904-41.0% | $97,167-33.2% | $145,959-55.6% |
| Participation rate | 44.4% | 75.9%-31.5pp | 72.7%-28.2pp | 80.3%-35.8pp |
| Annual return | 19.47% | 243.43%-224.0pp | 75.27%-55.8pp | 561.95%-542.5pp |
| Employer contribution / active EE | $1,633 | $3,084-47.1% | $2,729-40.2% | $4,661-65.0% |
| Participant deferral / active EE | $4,184 | $4,676-10.5% | $4,264-1.9% | $6,689-37.4% |
| Admin fee / account holder | $1,320 | $6,216-78.8% | $5,650-76.6% | $13,398-90.1% |