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 8-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 | $87,904 | $49,922+76.1% | $80,569+9.1% | $75,163+17.0% |
| Participation rate | 41.9% | 55.3%-13.4pp | 67.0%-25.1pp | 67.2%-25.3pp |
| Annual return | 22.69% | 34.69%-12.0pp | 935.43%-912.7pp | 160.62%-137.9pp |
| Employer contribution / active EE | $2,429 | $1,698+43.1% | $2,723-10.8% | $2,670-9.0% |
| Participant deferral / active EE | $5,643 | $2,990+88.7% | $4,447+26.9% | $4,125+36.8% |
| Admin fee / account holder | $895 | $3,577-75.0% | $5,377-83.4% | $5,651-84.2% |