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 | $145,472 | $201,272-27.7% | $184,203-21.0% | $145,922-0.3% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 9.75% | 29.00%-19.2pp | 28.81%-19.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $5,860 | $7,022-16.5% | $6,427-8.8% | $4,660+25.8% |
| Participant deferral / active EE | $9,190 | $9,806-6.3% | $9,131+0.6% | $6,688+37.4% |
| Admin fee / account holder | $53,052 | $16,364+224.2% | $13,901+281.6% | $13,397+296.0% |