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 5-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 | $30,143 | $111,724-73.0% | $93,606-67.8% | $145,922-79.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 10.63% | 202.98%-192.3pp | 133.20%-122.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,240 | $3,090-59.9% | $2,420-48.8% | $4,660-73.4% |
| Participant deferral / active EE | $3,119 | $4,912-36.5% | $4,411-29.3% | $6,688-53.4% |
| Admin fee / account holder | $649 | $10,250-93.7% | $8,285-92.2% | $13,397-95.2% |