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 5-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 | $42,312 | $96,635-56.2% | $86,612-51.1% | $139,434-69.7% |
| Participation rate | 47.1% | 74.4%-27.3pp | 71.7%-24.6pp | 80.3%-33.3pp |
| Annual return | 25.24% | 106.41%-81.2pp | 591.07%-565.8pp | 372.94%-347.7pp |
| Employer contribution / active EE | $1,010 | $3,263-69.0% | $3,022-66.6% | $4,751-78.7% |
| Participant deferral / active EE | $1,956 | $4,836-59.5% | $4,438-55.9% | $6,710-70.8% |
| Admin fee / account holder | $372 | $6,408-94.2% | $5,614-93.4% | $11,403-96.7% |