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 3-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 | $80,846 | $102,317-21.0% | $146,958-45.0% | $80,8560% |
| Participation rate | 61.5% | 75.8%-14.3pp | 82.2%-20.6pp | 67.6%-6.1pp |
| Annual return | 73.18% | 134.76%-61.6pp | 418.34%-345.2pp | 35.59%+37.6pp |
| Employer contribution / active EE | $3,973 | $3,713+7.0% | $4,933-19.5% | $2,755+44.2% |
| Participant deferral / active EE | $8,141 | $6,644+22.5% | $8,070+0.9% | $4,296+89.5% |
| Admin fee / account holder | $5,514 | $7,941-30.6% | $12,998-57.6% | $6,918-20.3% |