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 | $76,009 | $176,377-56.9% | $134,143-43.3% | $158,922-52.2% |
| Participation rate | 69.2% | 78.7%-9.5pp | 72.2%-2.9pp | 82.0%-12.7pp |
| Annual return | 14.23% | 63.63%-49.4pp | 36.33%-22.1pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,993 | $5,040-60.5% | $3,704-46.2% | $4,761-58.1% |
| Participant deferral / active EE | $3,023 | $4,091-26.1% | $3,499-13.6% | $5,982-49.5% |
| Admin fee / account holder | $3,502 | $8,718-59.8% | $6,684-47.6% | $11,246-68.9% |