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 3-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 | $129,723 | $76,738+69.0% | $56,411+130.0% | $145,922-11.1% |
| Participation rate | 37.5% | 63.2%-25.7pp | 52.5%-15.0pp | 80.3%-42.8pp |
| Annual return | 14.30% | 2994.23%-2979.9pp | 1701.33%-1687.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $815 | $1,380-40.9% | $1,039-21.5% | $4,660-82.5% |
| Participant deferral / active EE | $869 | $2,623-66.9% | $1,952-55.5% | $6,688-87.0% |
| Admin fee / account holder | $925 | $3,334-72.2% | $2,829-67.3% | $13,397-93.1% |