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 | $20,968 | $202,432-89.6% | $169,368-87.6% | $139,434-85.0% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 23.97% | 531.74%-507.8pp | 405.60%-381.6pp | 372.94%-349.0pp |
| Employer contribution / active EE | $1,434 | $4,692-69.4% | $4,013-64.3% | $4,751-69.8% |
| Participant deferral / active EE | $4,487 | $6,938-35.3% | $6,221-27.9% | $6,710-33.1% |
| Admin fee / account holder | $312 | $10,708-97.1% | $9,003-96.5% | $11,403-97.3% |