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 | $21,173 | $96,635-78.1% | $86,612-75.6% | $139,434-84.8% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 16.81% | 106.41%-89.6pp | 591.07%-574.3pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,279 | $3,263-60.8% | $3,022-57.7% | $4,751-73.1% |
| Participant deferral / active EE | $3,520 | $4,836-27.2% | $4,438-20.7% | $6,710-47.5% |
| Admin fee / account holder | $542 | $6,408-91.5% | $5,614-90.3% | $11,403-95.2% |