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 | $46,156 | $70,756-34.8% | $65,493-29.5% | $142,382-67.6% |
| Participation rate | 57.1% | 77.4%-20.2pp | 73.1%-16.0pp | 80.1%-23.0pp |
| Annual return | 15.34% | 1754.89%-1739.6pp | 982.45%-967.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,382 | $2,881+17.4% | $2,574+31.4% | $4,299-21.3% |
| Participant deferral / active EE | $7,728 | $4,637+66.6% | $3,961+95.1% | $6,507+18.8% |
| Admin fee / account holder | $3,334 | $6,559-49.2% | $5,028-33.7% | $12,624-73.6% |