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 3-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 | $67,758 | $102,382-33.8% | $147,005-53.9% | $80,874-16.2% |
| Participation rate | 57.6% | 75.8%-18.2pp | 82.2%-24.6pp | 67.6%-10.0pp |
| Annual return | 15.02% | 134.89%-119.9pp | 418.76%-403.7pp | 35.62%-20.6pp |
| Employer contribution / active EE | $4,473 | $3,715+20.4% | $4,934-9.4% | $2,756+62.3% |
| Participant deferral / active EE | $8,049 | $6,646+21.1% | $8,070-0.3% | $4,297+87.3% |
| Admin fee / account holder | $6,429 | $7,942-19.1% | $13,006-50.6% | $6,935-7.3% |