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 | $74,992 | $53,127+41.2% | $86,590-13.4% | $70,131+6.9% |
| Participation rate | 40.0% | 65.3%-25.3pp | 73.5%-33.5pp | 69.5%-29.5pp |
| Annual return | 14.77% | 27.66%-12.9pp | 964.84%-950.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,874 | $2,696+43.7% | $3,609+7.4% | $3,332+16.3% |
| Admin fee / account holder | $2,089 | $3,585-41.7% | $4,906-57.4% | $4,645-55.0% |