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 | $37,951 | $176,056-78.4% | $159,436-76.2% | $167,490-77.3% |
| Participation rate | 38.9% | 84.9%-46.1pp | 82.8%-43.9pp | 82.1%-43.2pp |
| Annual return | 12.88% | 331.75%-318.9pp | 263.57%-250.7pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,064 | $5,297-79.9% | $4,829-78.0% | $4,837-78.0% |
| Participant deferral / active EE | $3,574 | $7,750-53.9% | $7,352-51.4% | $6,341-43.6% |
| Admin fee / account holder | $574 | $12,554-95.4% | $10,799-94.7% | $12,309-95.3% |