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 4-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 | $45,269 | $65,561-31.0% | $86,188-47.5% | $75,163-39.8% |
| Participation rate | 25.9% | 60.5%-34.6pp | 69.0%-43.0pp | 67.2%-41.3pp |
| Annual return | 12.86% | 46.05%-33.2pp | 1168.45%-1155.6pp | 160.62%-147.8pp |
| Employer contribution / active EE | $648 | $1,553-58.2% | $2,380-72.8% | $2,670-75.7% |
| Participant deferral / active EE | $1,569 | $3,024-48.1% | $3,985-60.6% | $4,125-62.0% |
| Admin fee / account holder | $2,172 | $5,474-60.3% | $6,852-68.3% | $5,651-61.6% |