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 | $38,584 | $159,901-75.9% | $146,958-73.7% | $145,922-73.6% |
| Participation rate | 56.3% | 84.0%-27.7pp | 82.2%-25.9pp | 80.3%-24.0pp |
| Annual return | 16.22% | 98.13%-81.9pp | 418.34%-402.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,047 | $5,286-61.3% | $4,933-58.5% | $4,660-56.1% |
| Participant deferral / active EE | $5,676 | $8,428-32.7% | $8,070-29.7% | $6,688-15.1% |
| Admin fee / account holder | $1,275 | $15,044-91.5% | $12,998-90.2% | $13,397-90.5% |