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 7-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 | $31,441 | $176,812-82.2% | $146,665-78.6% | $167,490-81.2% |
| Participation rate | 42.9% | 83.6%-40.8pp | 80.1%-37.2pp | 82.1%-39.2pp |
| Annual return | 19.44% | 24.03%-4.6pp | 22.74%-3.3pp | 478.56%-459.1pp |
| Employer contribution / active EE | $1,561 | $5,160-69.8% | $4,136-62.3% | $4,837-67.7% |
| Participant deferral / active EE | $2,835 | $6,440-56.0% | $5,506-48.5% | $6,341-55.3% |
| Admin fee / account holder | $394 | $13,259-97.0% | $10,280-96.2% | $12,309-96.8% |