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 4-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 | $97,761 | $54,701+78.7% | $86,188+13.4% | $71,457+36.8% |
| Participation rate | 17.5% | 60.1%-42.6pp | 69.0%-51.5pp | 67.9%-50.4pp |
| Annual return | 16.34% | 20.06%-3.7pp | 1168.45%-1152.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $737 | $1,265-41.7% | $2,380-69.0% | $2,588-71.5% |
| Participant deferral / active EE | $1,653 | $3,108-46.8% | $3,985-58.5% | $4,289-61.5% |
| Admin fee / account holder | $1,640 | $1,922-14.6% | $6,852-76.1% | $1,587+3.3% |