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 8-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 | $48,808 | $112,881-56.8% | $90,951-46.3% | $158,922-69.3% |
| Participation rate | 61.9% | 74.7%-12.8pp | 69.0%-7.1pp | 82.0%-20.1pp |
| Annual return | 267.49% | 215.79%+51.7pp | 134.60%+132.9pp | 302.83%-35.3pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,697 | $4,128-10.4% | $3,373+9.6% | $5,982-38.2% |
| Admin fee / account holder | $5,240 | $8,041-34.8% | $5,959-12.1% | $11,246-53.4% |