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 3-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 | $63,903 | $117,841-45.8% | $102,423-37.6% | $145,922-56.2% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-46.9pp |
| Annual return | 17.24% | 31.65%-14.4pp | 29.32%-12.1pp | 561.29%-544.0pp |
| Employer contribution / active EE | $2,209 | $3,615-38.9% | $3,023-26.9% | $4,660-52.6% |
| Participant deferral / active EE | $6,924 | $5,731+20.8% | $5,053+37.0% | $6,688+3.5% |
| Admin fee / account holder | $403 | $13,326-97.0% | $9,451-95.7% | $13,397-97.0% |