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 6-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 | $32,544 | $106,515-69.4% | $96,683-66.3% | $139,434-76.7% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 39.46% | 38.43%+1.0pp | 35.69%+3.8pp | 372.94%-333.5pp |
| Employer contribution / active EE | $2,064 | $4,103-49.7% | $3,737-44.8% | $4,751-56.5% |
| Participant deferral / active EE | $3,992 | $5,454-26.8% | $4,878-18.2% | $6,710-40.5% |
| Admin fee / account holder | $462 | $7,877-94.1% | $6,730-93.1% | $11,403-95.9% |