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 4-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 | $23,005 | $111,724-79.4% | $93,606-75.4% | $145,922-84.2% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.6pp |
| Annual return | 14.14% | 202.98%-188.8pp | 133.20%-119.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $4,773 | $3,090+54.5% | $2,420+97.2% | $4,660+2.4% |
| Participant deferral / active EE | $1,877 | $4,912-61.8% | $4,411-57.5% | $6,688-71.9% |
| Admin fee / account holder | $570 | $10,250-94.4% | $8,285-93.1% | $13,397-95.7% |