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 | $36,689 | $159,934-77.1% | $147,005-75.0% | $145,959-74.9% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 16.75% | 98.24%-81.5pp | 418.76%-402.0pp | 561.95%-545.2pp |
| Employer contribution / active EE | $3,655 | $5,287-30.9% | $4,934-25.9% | $4,661-21.6% |
| Participant deferral / active EE | $7,509 | $8,427-10.9% | $8,070-7.0% | $6,689+12.3% |
| Admin fee / account holder | $874 | $15,053-94.2% | $13,006-93.3% | $13,398-93.5% |