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 | $64,225 | $109,327-41.3% | $89,391-28.2% | $158,922-59.6% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.0%-12.4pp | 82.0%-26.4pp |
| Annual return | 23.17% | 345.68%-322.5pp | 245.62%-222.4pp | 302.83%-279.7pp |
| Employer contribution / active EE | $7,817 | $3,170+146.6% | $2,586+202.3% | $4,761+64.2% |
| Participant deferral / active EE | $6,776 | $4,598+47.4% | $3,890+74.2% | $5,982+13.3% |
| Admin fee / account holder | $2,049 | $6,153-66.7% | $4,881-58.0% | $11,246-81.8% |