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 | $139,192 | $111,724+24.6% | $93,606+48.7% | $145,922-4.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 17.53% | 202.98%-185.4pp | 133.20%-115.7pp | 561.29%-543.8pp |
| Employer contribution / active EE | $3,004 | $3,090-2.8% | $2,420+24.1% | $4,660-35.5% |
| Participant deferral / active EE | $6,066 | $4,912+23.5% | $4,411+37.5% | $6,688-9.3% |
| Admin fee / account holder | $4,344 | $10,250-57.6% | $8,285-47.6% | $13,397-67.6% |