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 | $28,639 | $70,669-59.5% | $169,368-83.1% | $75,163-61.9% |
| Participation rate | 64.6% | 64.8%-0.2pp | 77.1%-12.5pp | 67.2%-2.6pp |
| Annual return | 75.94% | 36.36%+39.6pp | 405.60%-329.7pp | 160.62%-84.7pp |
| Employer contribution / active EE | $2,616 | $2,211+18.3% | $4,013-34.8% | $2,670-2.0% |
| Participant deferral / active EE | $7,531 | $4,311+74.7% | $6,221+21.1% | $4,125+82.6% |
| Admin fee / account holder | $320 | $5,402-94.1% | $9,003-96.4% | $5,651-94.3% |