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 | $44,792 | $159,934-72.0% | $147,005-69.5% | $145,959-69.3% |
| Participation rate | 39.1% | 84.0%-44.9pp | 82.2%-43.0pp | 80.3%-41.2pp |
| Annual return | 14.58% | 98.24%-83.7pp | 418.76%-404.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $1,125 | $5,287-78.7% | $4,934-77.2% | $4,661-75.9% |
| Participant deferral / active EE | $2,738 | $8,427-67.5% | $8,070-66.1% | $6,689-59.1% |
| Admin fee / account holder | $1,902 | $15,053-87.4% | $13,006-85.4% | $13,398-85.8% |