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 | $62,267 | $96,305-35.3% | $80,569-22.7% | $139,434-55.3% |
| Participation rate | 37.5% | 73.6%-36.1pp | 67.0%-29.5pp | 80.3%-42.8pp |
| Annual return | 12.78% | 1350.08%-1337.3pp | 935.43%-922.6pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,276 | $3,262-60.9% | $2,723-53.1% | $4,751-73.1% |
| Participant deferral / active EE | $4,938 | $5,232-5.6% | $4,447+11.0% | $6,710-26.4% |
| Admin fee / account holder | $467 | $6,599-92.9% | $5,377-91.3% | $11,403-95.9% |