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 | $55,766 | $91,190-38.8% | $178,490-68.8% | $79,858-30.2% |
| Participation rate | 49.3% | 69.2%-19.9pp | 81.9%-32.6pp | 69.6%-20.4pp |
| Annual return | 63.14% | 24.19%+38.9pp | 151.07%-87.9pp | 31.71%+31.4pp |
| Employer contribution / active EE | $394 | $3,256-87.9% | $5,011-92.1% | $2,471-84.1% |
| Participant deferral / active EE | $3,125 | $3,236-3.4% | $5,202-39.9% | $3,740-16.4% |
| Admin fee / account holder | $3,516 | $6,751-47.9% | $13,984-74.9% | $5,306-33.7% |