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 | $42,608 | $34,308+24.2% | $74,701-43.0% | $72,985-41.6% |
| Participation rate | 28.8% | 42.4%-13.5pp | 54.5%-25.6pp | 69.5%-40.6pp |
| Annual return | 20.69% | 26.58%-5.9pp | 752.92%-732.2pp | 81.00%-60.3pp |
| Employer contribution / active EE | $398 | $692-42.4% | $1,084-63.2% | $2,440-83.7% |
| Participant deferral / active EE | $642 | $1,271-49.5% | $1,964-67.3% | $3,607-82.2% |
| Admin fee / account holder | $962 | $2,124-54.7% | $3,333-71.1% | $5,124-81.2% |