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 | $22,176 | $127,777-82.6% | $106,548-79.2% | $167,490-86.8% |
| Participation rate | 41.7% | 78.3%-36.6pp | 76.1%-34.5pp | 82.1%-40.4pp |
| Annual return | 35.00% | 33.87%+1.1pp | 26.80%+8.2pp | 478.56%-443.6pp |
| Employer contribution / active EE | $787 | $3,427-77.0% | $2,819-72.1% | $4,837-83.7% |
| Participant deferral / active EE | $7,562 | $5,087+48.7% | $4,398+71.9% | $6,341+19.3% |
| Admin fee / account holder | $2,267 | $11,228-79.8% | $7,407-69.4% | $12,309-81.6% |