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 | $39,822 | $96,635-58.8% | $86,612-54.0% | $139,434-71.4% |
| Participation rate | 23.5% | 74.4%-50.9pp | 71.7%-48.2pp | 80.3%-56.8pp |
| Annual return | 11.29% | 106.41%-95.1pp | 591.07%-579.8pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,224 | $3,263-62.5% | $3,022-59.5% | $4,751-74.2% |
| Participant deferral / active EE | $2,230 | $4,836-53.9% | $4,438-49.7% | $6,710-66.8% |
| Admin fee / account holder | $5,639 | $6,408-12.0% | $5,614+0.4% | $11,403-50.5% |