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 6-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 | $42,189 | $126,574-66.7% | $106,213-60.3% | $145,922-71.1% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 18.27% | 224.79%-206.5pp | 116.14%-97.9pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,341 | $3,730-64.0% | $3,171-57.7% | $4,660-71.2% |
| Participant deferral / active EE | $2,913 | $5,724-49.1% | $5,016-41.9% | $6,688-56.4% |
| Admin fee / account holder | $2,168 | $17,304-87.5% | $11,033-80.4% | $13,397-83.8% |