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 8-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 | $12,598 | $102,966-87.8% | $90,281-86.0% | $152,861-91.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 36.48% | 95.16%-58.7pp | 78.10%-41.6pp | 345.32%-308.8pp |
| Employer contribution / active EE | $1,946 | $3,139-38.0% | $2,854-31.8% | $4,762-59.1% |
| Participant deferral / active EE | $3,176 | $4,281-25.8% | $3,885-18.3% | $5,850-45.7% |
| Admin fee / account holder | $364 | $6,171-94.1% | $5,351-93.2% | $11,596-96.9% |