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 | $50,128 | $183,519-72.7% | $155,509-67.8% | $145,922-65.6% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.7pp | 80.3%-35.8pp |
| Annual return | 14.41% | 61.17%-46.8pp | 64.67%-50.3pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,692 | $5,313-30.5% | $4,672-21.0% | $4,660-20.8% |
| Participant deferral / active EE | $5,371 | $6,462-16.9% | $5,626-4.5% | $6,688-19.7% |
| Admin fee / account holder | $394 | $19,313-98.0% | $15,912-97.5% | $13,397-97.1% |