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 4-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 | $28,785 | $102,604-71.9% | $86,188-66.6% | $139,434-79.4% |
| Participation rate | 45.8% | 74.5%-28.7pp | 69.0%-23.1pp | 80.3%-34.5pp |
| Annual return | 29.05% | 1922.51%-1893.5pp | 1168.45%-1139.4pp | 372.94%-343.9pp |
| Employer contribution / active EE | $908 | $3,032-70.1% | $2,380-61.9% | $4,751-80.9% |
| Participant deferral / active EE | $5,042 | $4,676+7.8% | $3,985+26.5% | $6,710-24.9% |
| Admin fee / account holder | $1,413 | $8,657-83.7% | $6,852-79.4% | $11,403-87.6% |