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 7-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 | $98,333 | $210,648-53.3% | $177,989-44.8% | $145,922-32.6% |
| Participation rate | 53.8% | 80.8%-26.9pp | 77.1%-23.2pp | 80.3%-26.4pp |
| Annual return | 15.72% | 385.86%-370.1pp | 294.48%-278.8pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,731 | $4,565-62.1% | $3,949-56.2% | $4,660-62.8% |
| Participant deferral / active EE | $5,875 | $6,958-15.6% | $6,276-6.4% | $6,688-12.1% |
| Admin fee / account holder | $3,894 | $12,013-67.6% | $10,363-62.4% | $13,397-70.9% |