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 | $97,478 | $157,256-38.0% | $141,162-30.9% | $152,861-36.2% |
| Participation rate | 54.2% | 84.8%-30.7pp | 82.5%-28.3pp | 82.4%-28.3pp |
| Annual return | 21.95% | 64.32%-42.4pp | 71.39%-49.4pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,920 | $5,261-44.5% | $4,735-38.3% | $4,762-38.7% |
| Participant deferral / active EE | $5,499 | $7,109-22.7% | $6,709-18.0% | $5,850-6.0% |
| Admin fee / account holder | $3,985 | $12,120-67.1% | $10,261-61.2% | $11,596-65.6% |