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 | $77,274 | $189,613-59.2% | $167,512-53.9% | $142,382-45.7% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 19.02% | 2024.68%-2005.7pp | 1615.79%-1596.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,207 | $4,349-72.3% | $3,882-68.9% | $4,299-71.9% |
| Participant deferral / active EE | $4,812 | $6,981-31.1% | $6,405-24.9% | $6,507-26.1% |
| Admin fee / account holder | $7,507 | $10,528-28.7% | $9,769-23.2% | $12,624-40.5% |