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 7-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 | $37,612 | $88,042-57.3% | $138,135-72.8% | $79,858-52.9% |
| Participation rate | 58.1% | 71.4%-13.4pp | 78.7%-20.6pp | 69.6%-11.6pp |
| Annual return | 1466.02% | 20.58%+1445.4pp | 20.51%+1445.5pp | 31.71%+1434.3pp |
| Employer contribution / active EE | $1,819 | $3,103-41.4% | $5,587-67.4% | $2,471-26.4% |
| Participant deferral / active EE | $4,354 | $4,704-7.4% | $6,431-32.3% | $3,740+16.4% |
| Admin fee / account holder | $2,682 | $7,791-65.6% | $11,856-77.4% | $5,306-49.5% |