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 | $70,845 | $175,202-59.6% | $149,673-52.7% | $139,434-49.2% |
| Participation rate | 16.7% | 83.4%-66.7pp | 78.8%-62.1pp | 80.3%-63.7pp |
| Annual return | 21.97% | 166.71%-144.7pp | 134.42%-112.4pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,613 | $5,474-70.5% | $4,818-66.5% | $4,751-66.0% |
| Participant deferral / active EE | $2,645 | $6,519-59.4% | $5,680-53.4% | $6,710-60.6% |
| Admin fee / account holder | $767 | $16,150-95.3% | $13,210-94.2% | $11,403-93.3% |