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 | $19,787 | $138,044-85.7% | $125,339-84.2% | $134,475-85.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 1.42% | 750.33%-748.9pp | 572.05%-570.6pp | 417.96%-416.5pp |
| Employer contribution / active EE | $1,466 | $5,243-72.0% | $4,814-69.6% | $4,740-69.1% |
| Participant deferral / active EE | $3,317 | $7,799-57.5% | $7,446-55.5% | $6,400-48.2% |
| Admin fee / account holder | $4,133 | $11,571-64.3% | $10,010-58.7% | $11,426-63.8% |