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 | $88,912 | $70,606+25.9% | $53,898+65.0% | $142,382-37.6% |
| Participation rate | 38.9% | 63.7%-24.8pp | 55.0%-16.1pp | 80.1%-41.2pp |
| Annual return | 13.69% | 619.81%-606.1pp | 528.60%-514.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $831 | $1,202-30.9% | $932-10.9% | $4,299-80.7% |
| Participant deferral / active EE | $4,148 | $2,364+75.5% | $1,826+127.1% | $6,507-36.3% |
| Admin fee / account holder | $2,591 | $2,852-9.2% | $2,491+4.0% | $12,624-79.5% |