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 | $129,464 | $183,592-29.5% | $155,567-16.8% | $145,959-11.3% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.4pp | 80.3%-11.5pp |
| Annual return | 12.79% | 61.24%-48.4pp | 64.74%-51.9pp | 561.95%-549.2pp |
| Employer contribution / active EE | $2,924 | $5,315-45.0% | $4,674-37.5% | $4,661-37.3% |
| Participant deferral / active EE | $6,454 | $6,464-0.2% | $5,628+14.7% | $6,689-3.5% |
| Admin fee / account holder | $14,749 | $19,318-23.7% | $15,916-7.3% | $13,398+10.1% |