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 5-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 | $72,695 | $78,483-7.4% | $106,201-31.5% | $74,546-2.5% |
| Participation rate | 55.2% | 72.8%-17.6pp | 75.3%-20.1pp | 67.2%-12.0pp |
| Annual return | 11.22% | 15.94%-4.7pp | 116.26%-105.0pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $1,578 | $2,522-37.4% | $3,170-50.2% | $2,624-39.9% |
| Participant deferral / active EE | $2,815 | $4,320-34.8% | $5,012-43.8% | $4,347-35.3% |
| Admin fee / account holder | $27,836 | $2,236+1145.1% | $11,039+152.1% | $1,944+1332.2% |