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 9-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 | $67,328 | $53,822+25.1% | $75,696-11.1% | $85,850-21.6% |
| Participation rate | 63.2% | 69.1%-5.9pp | 74.8%-11.7pp | 69.3%-6.2pp |
| Annual return | 24.58% | 24.54%0pp | 104.53%-79.9pp | 318.53%-294.0pp |
| Employer contribution / active EE | $495 | $2,017-75.5% | $2,743-82.0% | $2,565-80.7% |
| Participant deferral / active EE | $3,243 | $2,895+12.0% | $3,821-15.1% | $3,952-17.9% |
| Admin fee / account holder | $14,855 | $3,343+344.4% | $3,619+310.5% | $6,260+137.3% |