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 | $52,602 | $69,362-24.2% | $101,248-48.0% | $73,488-28.4% |
| Participation rate | 28.7% | 68.4%-39.7pp | 75.8%-47.1pp | 70.7%-42.0pp |
| Annual return | 253.86% | 18.46%+235.4pp | 46.47%+207.4pp | 28.51%+225.3pp |
| Employer contribution / active EE | $1,308 | $2,628-50.2% | $3,660-64.3% | $2,270-42.4% |
| Participant deferral / active EE | $3,108 | $3,300-5.8% | $4,370-28.9% | $3,740-16.9% |
| Admin fee / account holder | $570 | $704-18.9% | $5,945-90.4% | $513+11.2% |