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 | $55,838 | $104,974-46.8% | $95,585-41.6% | $142,382-60.8% |
| Participation rate | 60.9% | 75.0%-14.1pp | 72.1%-11.2pp | 80.1%-19.3pp |
| Annual return | 14.40% | 210.33%-195.9pp | 38.56%-24.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,442 | $2,779+23.9% | $2,527+36.2% | $4,299-19.9% |
| Participant deferral / active EE | $4,137 | $4,352-4.9% | $4,023+2.8% | $6,507-36.4% |
| Admin fee / account holder | $6,957 | $6,386+8.9% | $6,127+13.5% | $12,624-44.9% |