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 6-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 | $65,576 | $110,257-40.5% | $96,544-32.1% | $139,434-53.0% |
| Participation rate | 44.4% | 78.1%-33.6pp | 76.0%-31.5pp | 80.3%-35.9pp |
| Annual return | 52.73% | 26.32%+26.4pp | 25.84%+26.9pp | 372.94%-320.2pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,541 | $5,548-18.2% | $4,851-6.4% | $6,710-32.3% |
| Admin fee / account holder | $26,875 | $11,591+131.9% | $8,252+225.7% | $11,403+135.7% |