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 | $50,081 | $65,561-23.6% | $86,188-41.9% | $75,163-33.4% |
| Participation rate | 52.8% | 60.5%-7.7pp | 69.0%-16.2pp | 67.2%-14.4pp |
| Annual return | 101.53% | 46.05%+55.5pp | 1168.45%-1066.9pp | 160.62%-59.1pp |
| Employer contribution / active EE | $1,477 | $1,553-4.9% | $2,380-38.0% | $2,670-44.7% |
| Participant deferral / active EE | $6,049 | $3,024+100.1% | $3,985+51.8% | $4,125+46.6% |
| Admin fee / account holder | $10,667 | $5,474+94.9% | $6,852+55.7% | $5,651+88.8% |