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 | $50,769 | $60,022-15.4% | $88,946-42.9% | $84,808-40.1% |
| Participation rate | 66.7% | 57.8%+8.8pp | 68.8%-2.2pp | 68.3%-1.6pp |
| Annual return | 42.81% | 22.43%+20.4pp | 57.82%-15.0pp | 40.90%+1.9pp |
| Employer contribution / active EE | $3,605 | $1,703+111.7% | $2,555+41.1% | $2,631+37.0% |
| Participant deferral / active EE | $3,611 | $3,114+16.0% | $4,581-21.2% | $4,212-14.3% |
| Admin fee / account holder | $1,436 | $4,811-70.2% | $8,261-82.6% | $7,344-80.4% |