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 4-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 | $51,932 | $106,515-51.2% | $96,683-46.3% | $139,434-62.8% |
| Participation rate | 68.8% | 77.8%-9.1pp | 74.3%-5.6pp | 80.3%-11.6pp |
| Annual return | 32.85% | 38.43%-5.6pp | 35.69%-2.8pp | 372.94%-340.1pp |
| Employer contribution / active EE | $3,179 | $4,103-22.5% | $3,737-14.9% | $4,751-33.1% |
| Participant deferral / active EE | $7,789 | $5,454+42.8% | $4,878+59.7% | $6,710+16.1% |
| Admin fee / account holder | $684 | $7,877-91.3% | $6,730-89.8% | $11,403-94.0% |