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 8-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 | $141,455 | $127,065+11.3% | $113,168+25.0% | $142,382-0.7% |
| Participation rate | 30.8% | 79.2%-48.4pp | 76.6%-45.8pp | 80.1%-49.4pp |
| Annual return | 12.14% | 24.03%-11.9pp | 24.27%-12.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,791 | $3,442-48.0% | $2,975-39.8% | $4,299-58.3% |
| Participant deferral / active EE | $4,848 | $5,716-15.2% | $5,107-5.1% | $6,507-25.5% |
| Admin fee / account holder | $1,182 | $15,736-92.5% | $12,068-90.2% | $12,624-90.6% |