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 7-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 | $25,848 | $59,417-56.5% | $93,606-72.4% | $74,495-65.3% |
| Participation rate | 64.7% | 59.7%+5.0pp | 68.7%-4.0pp | 67.2%-2.5pp |
| Annual return | 22.59% | 81.83%-59.2pp | 133.20%-110.6pp | 1364.94%-1342.4pp |
| Employer contribution / active EE | $978 | $1,264-22.6% | $2,420-59.6% | $2,623-62.7% |
| Participant deferral / active EE | $3,857 | $3,050+26.4% | $4,411-12.6% | $4,346-11.3% |
| Admin fee / account holder | $3,705 | $3,021+22.6% | $8,285-55.3% | $1,942+90.8% |