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 | $68,067 | $106,515-36.1% | $96,683-29.6% | $139,434-51.2% |
| Participation rate | 29.2% | 77.8%-48.7pp | 74.3%-45.2pp | 80.3%-51.2pp |
| Annual return | 54.52% | 38.43%+16.1pp | 35.69%+18.8pp | 372.94%-318.4pp |
| Employer contribution / active EE | $1,470 | $4,103-64.2% | $3,737-60.7% | $4,751-69.1% |
| Participant deferral / active EE | $3,125 | $5,454-42.7% | $4,878-35.9% | $6,710-53.4% |
| Admin fee / account holder | $1,897 | $7,877-75.9% | $6,730-71.8% | $11,403-83.4% |