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 | $172,251 | $109,817+56.9% | $98,442+75.0% | $167,490+2.8% |
| Participation rate | 43.8% | 75.8%-32.1pp | 73.3%-29.6pp | 82.1%-38.4pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $898 | $3,224-72.2% | $2,960-69.7% | $4,837-81.4% |
| Participant deferral / active EE | $4,326 | $4,673-7.4% | $4,276+1.2% | $6,341-31.8% |
| Admin fee / account holder | $717 | $6,753-89.4% | $5,949-87.9% | $12,309-94.2% |