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 8-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 | $34,465 | $65,561-47.4% | $86,188-60.0% | $75,163-54.1% |
| Participation rate | 61.0% | 60.5%+0.5pp | 69.0%-8.0pp | 67.2%-6.2pp |
| Annual return | 21.18% | 46.05%-24.9pp | 1168.45%-1147.3pp | 160.62%-139.4pp |
| Employer contribution / active EE | $3,010 | $1,553+93.9% | $2,380+26.5% | $2,670+12.7% |
| Participant deferral / active EE | $5,534 | $3,024+83.0% | $3,985+38.9% | $4,125+34.2% |
| Admin fee / account holder | $343 | $5,474-93.7% | $6,852-95.0% | $5,651-93.9% |