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 | $37,254 | $126,574-70.6% | $106,213-64.9% | $145,922-74.5% |
| Participation rate | 52.9% | 77.6%-24.7pp | 75.3%-22.3pp | 80.3%-27.3pp |
| Annual return | 15.98% | 224.79%-208.8pp | 116.14%-100.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,039 | $3,730-45.3% | $3,171-35.7% | $4,660-56.2% |
| Participant deferral / active EE | $3,613 | $5,724-36.9% | $5,016-28.0% | $6,688-46.0% |
| Admin fee / account holder | $1,081 | $17,304-93.8% | $11,033-90.2% | $13,397-91.9% |