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 | $44,362 | $99,877-55.6% | $84,966-47.8% | $145,922-69.6% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.8pp | 80.3%-63.6pp |
| Annual return | 13.02% | 83.76%-70.7pp | 66.38%-53.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,534 | $3,231-52.5% | $2,727-43.8% | $4,660-67.1% |
| Participant deferral / active EE | $3,135 | $5,291-40.8% | $4,519-30.6% | $6,688-53.1% |
| Admin fee / account holder | $29,401 | $7,248+305.6% | $6,149+378.2% | $13,397+119.5% |