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 5-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 | $23,758 | $111,754-78.7% | $103,333-77.0% | $145,922-83.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 259.94% | 24.77%+235.2pp | 24.88%+235.1pp | 561.29%-301.3pp |
| Employer contribution / active EE | $1,759 | $4,212-58.3% | $3,868-54.5% | $4,660-62.3% |
| Participant deferral / active EE | $3,285 | $5,619-41.5% | $5,057-35.0% | $6,688-50.9% |
| Admin fee / account holder | $2,017 | $9,750-79.3% | $8,355-75.9% | $13,397-84.9% |