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 | $50,796 | $113,016-55.1% | $103,476-50.9% | $74,495-31.8% |
| Participation rate | 60.3% | 80.8%-20.4pp | 80.5%-20.2pp | 67.2%-6.9pp |
| Annual return | 75.56% | 23.24%+52.3pp | 23.90%+51.7pp | 1364.94%-1289.4pp |
| Employer contribution / active EE | $2,679 | $4,881-45.1% | $4,672-42.7% | $2,623+2.1% |
| Participant deferral / active EE | $4,444 | $7,279-39.0% | $6,623-32.9% | $4,346+2.3% |
| Admin fee / account holder | $3,738 | $1,709+118.8% | $9,413-60.3% | $1,942+92.5% |