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 | $56,872 | $98,750-42.4% | $149,696-62.0% | $79,858-28.8% |
| Participation rate | 44.0% | 75.8%-31.8pp | 82.5%-38.5pp | 69.6%-25.6pp |
| Annual return | 16.39% | 27.43%-11.0pp | 276.60%-260.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,356 | $3,216-57.8% | $4,644-70.8% | $2,471-45.1% |
| Participant deferral / active EE | $3,903 | $5,680-31.3% | $6,842-43.0% | $3,740+4.4% |
| Admin fee / account holder | $1,132 | $6,053-81.3% | $9,309-87.8% | $5,306-78.7% |