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 8-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 | $35,106 | $166,020-78.9% | $164,866-78.7% | $145,959-75.9% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 9.97% | 100.08%-90.1pp | 69.97%-60.0pp | 561.95%-552.0pp |
| Employer contribution / active EE | $1,230 | $5,275-76.7% | $4,343-71.7% | $4,661-73.6% |
| Participant deferral / active EE | $3,903 | $6,961-43.9% | $6,033-35.3% | $6,689-41.6% |
| Admin fee / account holder | $313 | $16,644-98.1% | $12,689-97.5% | $13,398-97.7% |