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 | $31,732 | $96,635-67.2% | $86,612-63.4% | $139,434-77.2% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 34.84% | 106.41%-71.6pp | 591.07%-556.2pp | 372.94%-338.1pp |
| Employer contribution / active EE | $1,182 | $3,263-63.8% | $3,022-60.9% | $4,751-75.1% |
| Participant deferral / active EE | $5,250 | $4,836+8.6% | $4,438+18.3% | $6,710-21.8% |
| Admin fee / account holder | $360 | $6,408-94.4% | $5,614-93.6% | $11,403-96.8% |