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 | $55,852 | $102,317-45.4% | $146,958-62.0% | $80,856-30.9% |
| Participation rate | 68.4% | 75.8%-7.5pp | 82.2%-13.8pp | 67.6%+0.7pp |
| Annual return | 18.15% | 134.76%-116.6pp | 418.34%-400.2pp | 35.59%-17.4pp |
| Employer contribution / active EE | $977 | $3,713-73.7% | $4,933-80.2% | $2,755-64.5% |
| Participant deferral / active EE | $6,007 | $6,644-9.6% | $8,070-25.6% | $4,296+39.8% |
| Admin fee / account holder | $7,140 | $7,941-10.1% | $12,998-45.1% | $6,918+3.2% |