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 | $69,080 | $98,750-30.0% | $149,696-53.9% | $79,858-13.5% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.6%-1.6pp |
| Annual return | 51.43% | 27.43%+24.0pp | 276.60%-225.2pp | 31.71%+19.7pp |
| Employer contribution / active EE | $1,615 | $3,216-49.8% | $4,644-65.2% | $2,471-34.6% |
| Participant deferral / active EE | $3,935 | $5,680-30.7% | $6,842-42.5% | $3,740+5.2% |
| Admin fee / account holder | $442 | $6,053-92.7% | $9,309-95.3% | $5,306-91.7% |