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 | $43,712 | $70,606-38.1% | $53,898-18.9% | $142,382-69.3% |
| Participation rate | 18.2% | 63.7%-45.5pp | 55.0%-36.8pp | 80.1%-61.9pp |
| Annual return | 8.27% | 619.81%-611.5pp | 528.60%-520.3pp | 217.08%-208.8pp |
| Employer contribution / active EE | $525 | $1,202-56.3% | $932-43.6% | $4,299-87.8% |
| Participant deferral / active EE | $1,875 | $2,364-20.7% | $1,826+2.7% | $6,507-71.2% |
| Admin fee / account holder | $38,866 | $2,852+1262.9% | $2,491+1460.4% | $12,624+207.9% |