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 8-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 | $32,900 | $111,724-70.6% | $93,606-64.9% | $145,922-77.5% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 30.18% | 202.98%-172.8pp | 133.20%-103.0pp | 561.29%-531.1pp |
| Employer contribution / active EE | $1,786 | $3,090-42.2% | $2,420-26.2% | $4,660-61.7% |
| Participant deferral / active EE | $3,534 | $4,912-28.0% | $4,411-19.9% | $6,688-47.2% |
| Admin fee / account holder | $13,985 | $10,250+36.4% | $8,285+68.8% | $13,397+4.4% |