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 4-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 | $42,827 | $148,534-71.2% | $135,903-68.5% | $139,434-69.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 33.28% | 79.19%-45.9pp | 68.23%-35.0pp | 372.94%-339.7pp |
| Employer contribution / active EE | $5,408 | $5,243+3.1% | $4,856+11.4% | $4,751+13.8% |
| Participant deferral / active EE | $15,000 | $8,100+85.2% | $7,758+93.4% | $6,710+123.5% |
| Admin fee / account holder | $831 | $12,400-93.3% | $10,762-92.3% | $11,403-92.7% |