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 | $38,078 | $49,922-23.7% | $80,569-52.7% | $75,163-49.3% |
| Participation rate | 59.3% | 55.3%+4.0pp | 67.0%-7.7pp | 67.2%-7.9pp |
| Annual return | 21.44% | 34.69%-13.3pp | 935.43%-914.0pp | 160.62%-139.2pp |
| Employer contribution / active EE | $2,303 | $1,698+35.6% | $2,723-15.4% | $2,670-13.7% |
| Participant deferral / active EE | $6,284 | $2,990+110.1% | $4,447+41.3% | $4,125+52.3% |
| Admin fee / account holder | $1,427 | $3,577-60.1% | $5,377-73.5% | $5,651-74.7% |