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 9-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 | $47,175 | $96,128-50.9% | $136,007-65.3% | $80,856-41.7% |
| Participation rate | 64.2% | 71.2%-7.1pp | 76.5%-12.3pp | 67.6%-3.5pp |
| Annual return | 19.23% | 28.71%-9.5pp | 579.32%-560.1pp | 35.59%-16.4pp |
| Employer contribution / active EE | $3,698 | $3,351+10.4% | $4,217-12.3% | $2,755+34.3% |
| Participant deferral / active EE | $8,049 | $5,709+41.0% | $7,025+14.6% | $4,296+87.4% |
| Admin fee / account holder | $3,881 | $8,236-52.9% | $6,858-43.4% | $6,918-43.9% |