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 | $70,278 | $93,571-24.9% | $135,903-48.3% | $75,163-6.5% |
| Participation rate | 37.2% | 75.2%-38.0pp | 81.9%-44.7pp | 67.2%-30.0pp |
| Annual return | 19.04% | 30.90%-11.9pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,593 | $3,537-55.0% | $4,856-67.2% | $2,670-40.3% |
| Participant deferral / active EE | $4,137 | $6,404-35.4% | $7,758-46.7% | $4,125+0.3% |
| Admin fee / account holder | $1,188 | $6,975-83.0% | $10,762-89.0% | $5,651-79.0% |