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 | $42,966 | $58,208-26.2% | $81,812-47.5% | $80,856-46.9% |
| Participation rate | 67.6% | 63.4%+4.2pp | 72.3%-4.8pp | 67.6%-0.1pp |
| Annual return | 17.52% | 41.66%-24.1pp | 773.79%-756.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $4,478 | $2,340+91.4% | $2,912+53.8% | $2,755+62.6% |
| Participant deferral / active EE | $6,961 | $3,281+112.2% | $4,319+61.2% | $4,296+62.0% |
| Admin fee / account holder | $12,557 | $4,981+152.1% | $7,386+70.0% | $6,918+81.5% |