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 | $69,957 | $93,571-25.2% | $135,903-48.5% | $75,163-6.9% |
| Participation rate | 36.4% | 75.2%-38.8pp | 81.9%-45.5pp | 67.2%-30.8pp |
| Annual return | 46.36% | 30.90%+15.5pp | 68.23%-21.9pp | 160.62%-114.3pp |
| Employer contribution / active EE | $2,632 | $3,537-25.6% | $4,856-45.8% | $2,670-1.4% |
| Participant deferral / active EE | $7,727 | $6,404+20.7% | $7,758-0.4% | $4,125+87.3% |
| Admin fee / account holder | $6,730 | $6,975-3.5% | $10,762-37.5% | $5,651+19.1% |