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 | $30,219 | $165,335-81.7% | $149,696-79.8% | $158,922-81.0% |
| Participation rate | 29.4% | 84.6%-55.2pp | 82.5%-53.1pp | 82.0%-52.5pp |
| Annual return | 43.75% | 348.15%-304.4pp | 276.60%-232.9pp | 302.83%-259.1pp |
| Employer contribution / active EE | $1,229 | $5,103-75.9% | $4,644-73.5% | $4,761-74.2% |
| Participant deferral / active EE | $4,944 | $7,181-31.2% | $6,842-27.7% | $5,982-17.3% |
| Admin fee / account holder | $1,627 | $10,807-84.9% | $9,309-82.5% | $11,246-85.5% |