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 | $104,194 | $183,519-43.2% | $155,509-33.0% | $145,922-28.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 155.88% | 61.17%+94.7pp | 64.67%+91.2pp | 561.29%-405.4pp |
| Employer contribution / active EE | $3,586 | $5,313-32.5% | $4,672-23.3% | $4,660-23.0% |
| Participant deferral / active EE | $5,988 | $6,462-7.3% | $5,626+6.4% | $6,688-10.5% |
| Admin fee / account holder | $785 | $19,313-95.9% | $15,912-95.1% | $13,397-94.1% |