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 9-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 | $61,979 | $115,770-46.5% | $101,248-38.8% | $158,922-61.0% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | 16.31% | 56.14%-39.8pp | 46.47%-30.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,196 | $4,175-71.4% | $3,660-67.3% | $4,761-74.9% |
| Participant deferral / active EE | $3,993 | $4,957-19.5% | $4,370-8.6% | $5,982-33.3% |
| Admin fee / account holder | $885 | $7,245-87.8% | $5,945-85.1% | $11,246-92.1% |