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 | $57,210 | $102,317-44.1% | $146,958-61.1% | $80,856-29.2% |
| Participation rate | 57.1% | 75.8%-18.7pp | 82.2%-25.0pp | 67.6%-10.5pp |
| Annual return | 12.42% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,579 | $3,713-57.5% | $4,933-68.0% | $2,755-42.7% |
| Participant deferral / active EE | $5,040 | $6,644-24.1% | $8,070-37.6% | $4,296+17.3% |
| Admin fee / account holder | $4,102 | $7,941-48.3% | $12,998-68.4% | $6,918-40.7% |