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 6-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 | $44,998 | $140,940-68.1% | $112,229-59.9% | $139,434-67.7% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 124.79% | 32.71%+92.1pp | 30.20%+94.6pp | 372.94%-248.1pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,169 | $5,874+22.1% | $4,798+49.4% | $6,710+6.8% |
| Admin fee / account holder | $528 | $9,954-94.7% | $7,748-93.2% | $11,403-95.4% |