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 | $72,754 | $157,256-53.7% | $141,162-48.5% | $152,861-52.4% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.4%-19.9pp |
| Annual return | 20.33% | 64.32%-44.0pp | 71.39%-51.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $5,559 | $5,261+5.7% | $4,735+17.4% | $4,762+16.7% |
| Participant deferral / active EE | $6,248 | $7,109-12.1% | $6,709-6.9% | $5,850+6.8% |
| Admin fee / account holder | $22,194 | $12,120+83.1% | $10,261+116.3% | $11,596+91.4% |