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 | $85,905 | $65,409+31.3% | $98,442-12.7% | $85,850+0.1% |
| Participation rate | 40.9% | 65.0%-24.1pp | 73.3%-32.4pp | 69.3%-28.4pp |
| Annual return | 14.58% | 21.76%-7.2pp | 1492.73%-1478.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,030 | $2,168-6.3% | $2,960-31.4% | $2,565-20.8% |
| Participant deferral / active EE | $4,942 | $3,166+56.1% | $4,276+15.6% | $3,952+25.1% |
| Admin fee / account holder | $4,116 | $4,593-10.4% | $5,949-30.8% | $6,260-34.2% |