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 7-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 | $65,525 | $65,561-0.1% | $86,188-24.0% | $75,163-12.8% |
| Participation rate | 69.0% | 60.5%+8.5pp | 69.0%0pp | 67.2%+1.8pp |
| Annual return | 14.87% | 46.05%-31.2pp | 1168.45%-1153.6pp | 160.62%-145.7pp |
| Employer contribution / active EE | $788 | $1,553-49.2% | $2,380-66.9% | $2,670-70.5% |
| Participant deferral / active EE | $1,856 | $3,024-38.6% | $3,985-53.4% | $4,125-55.0% |
| Admin fee / account holder | $11,814 | $5,474+115.8% | $6,852+72.4% | $5,651+109.1% |