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 | $25,822 | $91,190-71.7% | $178,490-85.5% | $79,858-67.7% |
| Participation rate | 48.9% | 69.2%-20.3pp | 81.9%-33.0pp | 69.6%-20.7pp |
| Annual return | 75.21% | 24.19%+51.0pp | 151.07%-75.9pp | 31.71%+43.5pp |
| Employer contribution / active EE | $1,037 | $3,256-68.1% | $5,011-79.3% | $2,471-58.0% |
| Participant deferral / active EE | $2,353 | $3,236-27.3% | $5,202-54.8% | $3,740-37.1% |
| Admin fee / account holder | $1,055 | $6,751-84.4% | $13,984-92.5% | $5,306-80.1% |