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 | $38,211 | $133,922-71.5% | $116,228-67.1% | $142,382-73.2% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.6%-16.2pp | 80.1%-21.8pp |
| Annual return | 13.52% | 147.76%-134.2pp | 90.06%-76.5pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,870 | $3,446-45.7% | $2,994-37.5% | $4,299-56.5% |
| Participant deferral / active EE | $5,073 | $5,672-10.6% | $4,953+2.4% | $6,507-22.0% |
| Admin fee / account holder | $429 | $14,945-97.1% | $11,989-96.4% | $12,624-96.6% |