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 | $62,129 | $73,787-15.8% | $98,716-37.1% | $82,448-24.6% |
| Participation rate | 53.1% | 61.4%-8.3pp | 69.3%-16.2pp | 68.1%-14.9pp |
| Annual return | 128.15% | 18.57%+109.6pp | 31.81%+96.3pp | 41.64%+86.5pp |
| Employer contribution / active EE | $945 | $1,511-37.5% | $2,279-58.5% | $2,551-63.0% |
| Participant deferral / active EE | $2,215 | $3,081-28.1% | $4,048-45.3% | $4,139-46.5% |
| Admin fee / account holder | $7,009 | $6,500+7.8% | $8,703-19.5% | $7,234-3.1% |