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 | $20,137 | $57,281-64.8% | $86,612-76.8% | $75,163-73.2% |
| Participation rate | 60.0% | 63.2%-3.2pp | 71.7%-11.7pp | 67.2%-7.2pp |
| Annual return | 45.65% | 2670.75%-2625.1pp | 591.07%-545.4pp | 160.62%-115.0pp |
| Employer contribution / active EE | $1,780 | $2,314-23.1% | $3,022-41.1% | $2,670-33.3% |
| Participant deferral / active EE | $3,130 | $3,318-5.6% | $4,438-29.5% | $4,125-24.1% |
| Admin fee / account holder | $363 | $4,112-91.2% | $5,614-93.5% | $5,651-93.6% |