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 6-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 | $33,960 | $159,901-78.8% | $146,958-76.9% | $145,922-76.7% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 130.01% | 98.13%+31.9pp | 418.34%-288.3pp | 561.29%-431.3pp |
| Employer contribution / active EE | $1,056 | $5,286-80.0% | $4,933-78.6% | $4,660-77.3% |
| Participant deferral / active EE | $6,259 | $8,428-25.7% | $8,070-22.4% | $6,688-6.4% |
| Admin fee / account holder | $800 | $15,044-94.7% | $12,998-93.8% | $13,397-94.0% |