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 | $45,366 | $72,071-37.1% | $68,368-33.6% | $137,256-66.9% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 27.54% | 353.14%-325.6pp | 292.57%-265.0pp | 220.34%-192.8pp |
| Employer contribution / active EE | $1,485 | $2,788-46.7% | $2,649-43.9% | $4,156-64.3% |
| Participant deferral / active EE | $10,122 | $4,410+129.5% | $4,123+145.5% | $6,407+58.0% |
| Admin fee / account holder | $897 | $5,336-83.2% | $5,150-82.6% | $12,270-92.7% |