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 | $39,062 | $105,998-63.1% | $92,233-57.6% | $147,584-73.5% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 23.84% | 50.05%-26.2pp | 176.28%-152.4pp | 578.55%-554.7pp |
| Employer contribution / active EE | $764 | $4,333-82.4% | $3,679-79.2% | $4,876-84.3% |
| Participant deferral / active EE | $2,803 | $4,478-37.4% | $3,897-28.1% | $5,439-48.5% |
| Admin fee / account holder | $543 | $6,332-91.4% | $5,194-89.5% | $10,885-95.0% |