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 10-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 | $54,215 | $167,484-67.6% | $151,611-64.2% | $134,475-59.7% |
| Participation rate | 11.1% | 88.4%-77.3pp | 87.5%-76.4pp | 81.2%-70.1pp |
| Annual return | -13.23% | 7.80%-21.0pp | 3.33%-16.6pp | 417.96%-431.2pp |
| Employer contribution / active EE | $13,757 | $6,829+101.4% | $6,166+123.1% | $4,740+190.2% |
| Participant deferral / active EE | $14,372 | $8,986+59.9% | $8,363+71.8% | $6,400+124.6% |
| Admin fee / account holder | $59,283 | $13,783+330.1% | $11,616+410.4% | $11,426+418.8% |