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 | $182,607 | $178,174+2.5% | $156,181+16.9% | $137,256+33.0% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.8%-36.0pp | 80.0%-37.1pp |
| Annual return | 16.21% | 84.19%-68.0pp | 64.87%-48.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,414 | $4,972-51.5% | $4,294-43.8% | $4,156-41.9% |
| Participant deferral / active EE | $6,744 | $6,888-2.1% | $6,132+10.0% | $6,407+5.3% |
| Admin fee / account holder | $44,453 | $17,404+155.4% | $14,586+204.8% | $12,270+262.3% |