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 5-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 | $89,296 | $96,635-7.6% | $86,612+3.1% | $139,434-36.0% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 20.16% | 106.41%-86.3pp | 591.07%-570.9pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,464 | $3,263-55.1% | $3,022-51.6% | $4,751-69.2% |
| Participant deferral / active EE | $6,240 | $4,836+29.0% | $4,438+40.6% | $6,710-7.0% |
| Admin fee / account holder | $867 | $6,408-86.5% | $5,614-84.6% | $11,403-92.4% |