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 8-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 | $75,415 | $83,902-10.1% | $167,512-55.0% | $84,808-11.1% |
| Participation rate | 59.8% | 66.5%-6.7pp | 77.1%-17.3pp | 68.3%-8.5pp |
| Annual return | 17.26% | 91.55%-74.3pp | 1615.79%-1598.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,719 | $2,264+20.1% | $3,882-30.0% | $2,631+3.3% |
| Participant deferral / active EE | $4,591 | $4,442+3.3% | $6,405-28.3% | $4,212+9.0% |
| Admin fee / account holder | $10,375 | $7,915+31.1% | $9,769+6.2% | $7,344+41.3% |